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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.
Amrize ($AMRZ) represents 2.5% of the fund and was established as an independent North American building materials and construction solutions business following its spin-off from Holcim in June 2025. The manager initiated...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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