Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The Artisan Mid Cap Fund delivered strong absolute returns of 17.93% in Q2 2026, outpacing the Russell Midcap Growth Index's 14.55% return. The portfolio participated...
— Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Modine Manufacturing Company
Modine Manufacturing Company (MOD) was the top contributor in our long book in the first quarter. The company has...
Modine Manufacturing provides mission-critical thermal management solutions. It delivered strong...