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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 Small Cap Growth Fund navigated a volatile first quarter marked by mixed small-cap performance, with the Russell 2000 Growth Index declining 2.82% while value stocks outperformed. The fund's top...
— Eric Mintz, Christopher Sassouni, David Cavanaugh
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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...