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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 Q4 2025, the Artisan Small Cap Fund outperformed both the Russell 2000 Growth Index and the Russell 2000 Index, posting positive performance across major sectors. Top contributors included...
— 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...