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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.
For the second quarter of 2025, the Columbia Seligman Global Technology Fund's Institutional Class returned 19.52%, underperforming its benchmark (the MSCI World Information Technology Index), which returned 23.18%. Strong absolute returns...
— Columbia Management Investment Advisers, LLC
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Other investors who've written on Lam Research Corp
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
Lam Research has consistently exceeded expectations, delivering record revenue for the fourth consecutive quarter and achieving the highest gross margin in 20 years....