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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.
Edgewood's Large Cap Growth strategy returned 9.3% net in Q2 2026 but remains down 5.1% for the trailing year, underperforming benchmarks as sector rotations and momentum dynamics dominated fundamentals. The portfolio delivered...
— Alan Breed
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Other investors who've written on Intuitive Surgical
As the pioneer of minimally invasive robotic surgery, Intuitive Surgical boasts a massive global installed base and an highly compelling razor-and-blade business model. Over 80% of...
The company's leading position in robotic-assisted surgery continues to support durable high-teens revenue growth and strong earnings compounding. The manager views...