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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.
Polen Global Growth returned 8.4% net in Q2 2026 but lagged the MSCI ACWI's 14.9% advance as the market rally remained narrowly concentrated in AI infrastructure beneficiaries, particularly semiconductors and memory businesses. The Portfolio did...
— Buyside Damon Ficklin
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Other investors who've written on Rheinmetall AG
Rheinmetall serves as the premier vehicle to play the inevitable multi-year expansion of European defense budgets. The company's massive...
We initiated a new position in Rheinmetall, Germany's largest defense contractor and one of the leading suppliers of military vehicles, weapons, and ammunition...