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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.
ATI Inc (ATI) produces specialty alloys and engineered metal parts for jet engines, defense systems, and other applications that must withstand extreme heat and stress. Aerospace and defense...
— Brown Advisory Mid-Cap Growth Strategy
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Other investors who've written on ATI Inc
Looking at individual equities, our larger-than-benchmark investments in several capital goods firms within industrials – including Sterling Infrastructure (+100%), Carpenter Technology
Looking at individual equities, our larger-than-benchmark investments in several capital goods firms within industrials – including Sterling Infrastructure (+100%), ...
More institutional theses from Brown Advisory Mid-Cap Growth Strategy
Lumentum Holdings ($LITE), representing 2.3% of the portfolio, manufactures advanced lasers and optical components that facilitate high-speed data transmission between servers inside artificial intelligence data centers. The investment manager...
Rocket Lab Corporation ($RKLB) operates as a vertically integrated aerospace enterprise providing dedicated orbital launch services, satellite manufacturing, and space subsystem components for commercial and defense clients. The manager established...