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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.
During Q2 2025, the Hardman Johnston Global Equity Composite returned 16.72% net of fees, handily outperforming the MSCI AC World Net Index's return of 11.53%. This strong relative...
— Cassandra A. Hardman
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Other investors who've written on Howmet Aerospace Inc
Howmet Aerospace is benefiting from persistent supply chain dislocations in commercial aircraft manufacturing that force airlines to keep existing aircraft in service longer. This trend drives...
B), and a new position in CSX (CS...
We initiated a new position in Howmet Aerospace, a critical supplier of highly engineered components for commercial aerospace engines. Howmet occupies an...