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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 Gabelli Funds Q2 2025 shareholder commentary details a volatile second quarter marked by a 21% temporary drawdown in equities, sharp spikes in oil prices, and Treasury yield swings driven by trade policy (tariffs). Despite this, the...
— Mario J. Gabelli, CFA, Willis Brucker
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Other investors who've written on SpringWorks Therapeutics, Inc.
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