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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 Carillon Eagle Mid Cap Growth Fund's Q4 2025 review details a mixed performance environment for mid-caps, where growth trailed value. Despite macro volatility,...
— Eric Mintz, Christopher Sassouni, David Cavanaugh
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Other investors who've written on Carpenter Technology
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%), ...