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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.
In Q4 2025, the Fidelity® Dividend Growth Fund achieved a 5.09% return, significantly outperforming its benchmark S&P 500 Index, which returned 2.66%. The fund's strong...
— Zach Turner
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Other investors who've written on GE Vernova Inc.
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
GE Vernova (GEV) also contributed. GE Vernova added...
We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity dema...