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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.
New Gold, Inc. is a mid-tier gold miner with potentially favorable Canadian-based mining assets. The stock had...
— ArrowMark Partners
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More institutional theses from Meridian Contrarian Fund
Axis Capital is a specialty insurer experiencing a successful operational turnaround under a new management team. The company has...
Cameco is a leading low-cost uranium producer that has benefited from a structural supply deficit and growing interest in nuclear power. Although the stock...
The Honest Company specializes in natural household and baby products, which the fund bought as a contrarian play after supply chain disruptions. Despite strong earnings,...