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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.
Sands Capital Select Growth returned 23.2 percent net in Q2 2026, outperforming the Russell 1000 Growth Index's 16.7 percent return, driven by broad-based strength across AI infrastructure holdings. The portfolio benefited...
— Wesley A. Johnston, Thomas H. Trentman, Benjamin H. Betcher
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Other investors who've written on Carpenter Technology
Carpenter Technology is a leading supplier of specialty nickel alloys for the aerospace industry. Shares rose amid...
Looking at individual equities, our larger-than-benchmark investments in several capital goods firms within industrials – including Sterling Infrastructure (+100%), ...