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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.
Added near April 7 lows, capturing strong upside as fear subsided.
— Shomik Ghosh
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Other investors who've written on Rheinmetall AG
Rheinmetall serves as the premier vehicle to play the inevitable multi-year expansion of European defense budgets. The company's massive...
We initiated a new position in Rheinmetall, Germany's largest defense contractor and one of the leading suppliers of military vehicles, weapons, and ammunition...
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MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure...
Kelly Partners Group is a high-quality compounder that acquires accounting and tax firms serving small-to-medium businesses. It employs a...