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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.
Parnassus Core Equity Fund returned 16.83% net in Q2 2026, outperforming the S&P 500's 15.20%, driven by holdings in Information Technology and Communication Services sectors and lack of Energy exposure. The fund maintains...
— Benjamin Allen, Todd Ahlsten, Andrew Choi
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Other investors who've written on GE Vernova Inc.
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
GE Vernova (GEV) also contributed. GE Vernova added...
We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity dema...