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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.
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears. Our work suggests...
— John Brown, Drew Justman
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Other investors who've written on Medpace Holdings, Inc.
Medpace is a global clinical contract research organization featuring a robust balance sheet and strong cash generation. While near-term growth...
Medpace posted strong Q2 results that beat expectations on both top and bottom lines, leading to a full-year guidance upgrade. Furthermore, massive share...
Medpace continues to outperform expectations by winning business awards and expanding free cash flow despite biotech funding noise. A debt-free balance...
More institutional theses from Madison Dividend Income Fund
Matador Resources Company is a Delaware Basin Exploration and Production (E&P) company founded in 2003.
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears.
ICU Medical is a medical device company that specializes in infusion therapy, vascular access, and vital care applications.