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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 its 2025 letter, Bretton Fund reported a 4th Quarter return of 1.44% and a full-year return of 11.58%, lagging the S&P 500 Index's 2.66% and 17.88% returns. The underperformance was...
— Stephen Dodson and Raphael de Balmann
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Other investors who've written on Revvity Inc.
Shares declined due to negative sentiment surrounding conservative government and academic research funding. However, the company...
Revvity successfully restructured post-pandemic by divesting lower-margin assets to build specialized diagnostic and research reagent franchises. The company trades...