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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.
Curreen Capital delivered 9% returns in Q3 2025 through active portfolio management, selling Enhabit due to worsening Medicare reimbursement headwinds and redeploying capital into Computacenter, Fortrea, VF Corp, and 4imprint. The manager also...
— Christian Ryther
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Other investors who've written on Fortrea Holdings, Inc.
Spun off from Labcorp in 2023, the clinical trial provider is working through a business turnaround. Its current stock...
Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries.
Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries. For...