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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.
The Artisan Small Cap Fund delivered strong absolute returns of 26.11% in Q2 2026, modestly outpacing the Russell 2000 Growth Index's 25.71% return despite challenging market conditions that favored lower-quality, unprofitable companies. The portfolio benefited...
— 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...