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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.
In the July 2025 investor letter, Merion Road Capital Management reports a ~4% gain for the Small Cap Fund in Q2 2025, bringing YTD performance to -4.2%. The manager highlights...
— Aaron Sallen
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Other investors who've written on Kratos Defense & Security Solutions Inc.
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