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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 Meridian Growth Fund returned 19.10% in Q2 2026, trailing the Russell 2500 Growth Index's 24.02% return as U.S. equity markets staged a powerful recovery following the de-escalation of geopolitical tensions with Iran. The Fund's underperformance...
— ArrowMark Colorado Holdings, LLC
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Other investors who've written on GlobalFoundries, Inc.
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