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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.
The Polen Focus Growth Portfolio returned 6.33% net in Q2 2026 but lagged the Russell 1000 Growth Index's 16.74% return as the market rally remained narrow and concentrated in AI infrastructure beneficiaries, particularly semiconductors and memory businesses. The Portfolio lacked...
— Dan Davidowitz
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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...