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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.
Heartland Mid Cap Value Fund gained 9.90% in Q2 2026, trailing the Russell Midcap Value Index's 13.40% return due to extreme concentration in perceived AI beneficiaries. The two largest...
— Colin McWey, Will Nasgovitz, Troy McGlone
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Other investors who've written on ON Semiconductor
The manager fully exited ON due to persistent deterioration in its fundamental business results. This decline raised...
We also made a swap within the Tech sector, selling IT services provider Amdocs in favor of ON Semiconductor.