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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.
An outsized stake in Coherent (+65%), a technology company that manufactures precision optical components and coatings, was another top contributor. Over the past...
— Shilpa Mehra
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Other investors who've written on Coherent Corp.
We initiated a new position in Coherent Corp., a leading designer, developer, and manufacturer of optical networking solutions to the data center and industrial markets. Coherent sells lasers,...
GCAM completely exited its position in Coherent due to concerns regarding management culture following executive departures of both the CEO and CFO. Capital was reallocated...
More institutional theses from Fidelity Growth Strategies Fund
An outsized position in MasTec (-48%) and a non-benchmark holding in Mayville Engineering (-60%), both also from the capital goods segment of industrials, meaningfully hurt as well. MasTec is an...
A larger-than-benchmark stake in home appliance maker SharkNinja (+18%) also helped. In August, the...
Looking at individual equities, a big overweight in capital goods firm Sterling Infrastructure - which began the quarter as the fund's top holding - was the largest relative detractor. The fund's investment...