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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.
For the quarter ending December 31, 2025, the Meridian Contrarian Fund returned 2.18% (net), slightly underperforming its benchmark, the Russell 2500 Index (2.22%), and its secondary benchmark, the Russell 2500 Value Index (3.15%). Performance was driven...
— ArrowMark Partners
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