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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.
During the second quarter of 2025, the ClearBridge Mid Cap Growth Strategy experienced a rebound in mid cap growth stocks, driven by sustained demand for artificial intelligence (AI) and a growth-led rally in May and June that overcame earlier tariff-related volatility. Despite achieving strong...
— Brian Angerame, Jeffrey Bailin, Aram Green, Matthew Lilling
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Other investors who've written on Vistra Corp
Despite short-term headwinds from regulatory and interconnection concerns, Vistra is achieving strong milestones including a multi-gigawatt nuclear deal with Meta. The company continues...
Vistra Corp. is a leading nuclear energy provider, operating the second-largest nuclear fleet in the U.S. The company has secured long-term contracts, such as a 20-y...