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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.
In Q4 2025, the Riverwater Small Cap Strategy underperformed the Russell 2000 due to stock selection and factor headwinds, as lower-quality factors (such as high short interest and negative FCF) outperformed. Energy, IT, and...
— Nathan Fredrick, CFA
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Other investors who've written on Centrus Energy Corp.
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