Loading investment pitches...
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
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Dollar Tree
Dollar Tree has successfully transitioned to a multi-price point model by moving away from its strict one-dollar limit. This shift provides...
Dollar Tree rallied sharply after tariff-induced panic proved overblown and the cleaner post-Family Dollar business began to shine through.