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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.
During 2Q25, the FOCUS Growth Strategy underperformed the Russell Midcap Growth Index, largely dragged down by the impact of not owning Palantir before its index removal. The macroeconomic environment...
— TimesSquare Capital Management U.S. FOCUS Growth Equity strategy
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Other investors who've written on CrowdStrike Holdings, Inc.
The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...
The manager initiated a 3% position in CrowdStrike, citing its cloud-native architecture and high module adoption as key competitive moats. As enterprises consolidate...