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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.
Performed well after a strong quarterly report led by growth in aerospace engine maintenance, repair, and overhaul (MRO). Bookings in aerospace...
— Eric Mintz, Christopher Sassouni, David Cavanaugh
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Other investors who've written on Carpenter Technology Corporation
Carpenter Technology is a leading supplier of specialty nickel alloys for the aerospace industry. Shares rose amid...
Looking at individual equities, our larger-than-benchmark investments in several capital goods firms within industrials – including Sterling Infrastructure (+100%), ...
More institutional theses from Carillon Eagle Mid Cap Growth Fund
Dycom Industries provides specialty contracting services supporting the construction, maintenance, and expansion of telecommunications, fiber-optic, and data center infrastructure. Shares underperformed despite...
RB Global is a global marketplace for commercial assets and vehicles that facilitates transactions across automotive, construction, transportation, agriculture, and other industrial end markets. Although the company...
Carvana is an online used car retailer that enables customers to buy, sell, and finance vehicles through a fully digital platform. The stock sold...