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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.
Signia Capital Management's Small Cap Value strategy returned 27.82% net in the first half of 2026 versus 23.00% for the Russell 2000 Value, driven by successful positioning around geopolitical oil shocks and disciplined portfolio management. The period was...
— Richard Beaven, Colin Kelly
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Other investors who've written on Itron
Itron is profiled as an ESG solution provider specializing in energy and water resource management. Its products include...
Roubaix L/S has delivered strong short-side performance this year.