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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.
Minot Light Capital Partners reported a net return of 7.6% for 3Q25, lagging benchmarks due to company-specific disappointments (costing 300bps in aggregate) and a heavy concentration in currently out-of-favor healthcare stocks. However, gross performance...
— Tom Wetherald and Eddie Reilly
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Other investors who've written on Arq, Inc.
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