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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.
In Q2 2025, the Artisan Small Cap Fund generated a 7.30% gain (Investor Class), underperforming the Russell 2000 Growth Index’s 11.97% gain. This underperformance was...
— Jay Warner
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Other investors who've written on Guidewire Software, Inc.
Guidewire's successful transition from on-premise software to SaaS is driving accelerating annual recurring revenue and margin expansion. With an 80%+...
As the leading core software provider for the P&C insurance industry, this company is successfully migrating clients to the cloud and winning market share. High incremental margins...