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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.
The Madison Mid Cap Fund returned 8.69% in Q2 2026, underperforming the Russell Midcap Index's 13.83% return as market performance became highly concentrated in AI infrastructure beneficiaries. Nine of the...
— Haruki Toyama, Andy Romanowich, Rich Eisinger
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Other investors who've written on Arista Networks, Inc.