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.
Choice Equities Fund generated a +30.0% net return in Q2 2025 (+21.6% YTD), significantly outperforming the S&P 500 and Russell 2000. In a quarter...
— Mitchell Scott
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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...