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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.
McIntyre Partnerships experienced a volatile first half of 2025, with the fund declining approximately 18% gross and 19% net, underperforming the Russell 2000 Value index which fell 3%. Portfolio manager Chris...
— Chris McIntyre
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Other investors who've written on Sotera Health Company
Sotera Health ($SHC) provides mission-critical sterilization, lab testing, and advisory services essential for medical devices and pharmaceuticals. Broyhill initiated the...
SHC saw positive Q1 results, with the key Sterigenics segment continuing its return to HSD organic growth following the COVID destocking in 2023 and 2024.
SHC saw positive Q1 results, with the key Sterigenics segment continuing its return to HSD organic growth following the COVID destocking in 2023 and 2024. Further, S...