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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 Invesco Small Cap Value Fund outperformed its Russell 2000 Value Index benchmark, with stock selection in Information Technology serving as the primary performance driver, offsetting relative detractors in health care and financials. Portfolio managers Jonathan...
— Jonathan Edwards, Jonathan Mueller
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Other investors who've written on Lumentum Holdings Inc.
During the quarter we initiated a small investment in Lumentum, a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers.
During the quarter we initiated a small investment in Lumentum, a leader in optical networking — the hardware that moves data between AI chips, servers, and data cen...