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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 Hedged Equity Fund returned 4.50% net during Q2 2026, trailing the S&P 500's 15.20% gain as its hedged equity strategy limited participation in a powerful market rebound driven by Middle East de-escalation and AI-fueled semiconductor strength. The Fund maintains...
— ArrowMark Colorado Holdings LLC
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