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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.
During Q3 2025, the Artisan Small Cap Fund generated a strong absolute return of 8.69% (Investor Class) but lagged the Russell 2000 Growth Index's 12.19% gain. The relative underperformance...
— Jay Warner
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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...