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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.
TimesSquare's U.S. FOCUS Growth Strategy reported a -3.76% net return for 4Q25, slightly lagging its gross composite (-3.55%) but ending the full year ahead of the Russell Midcap Growth Index benchmark at 13.88% net. Throughout the quarter,...
— TimesSquare Capital Management U.S. FOCUS Growth Equity strategy
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Other investors who've written on Amphenol Corporation
Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.
Amphenol is a global leader in high-performance connectors with high switching costs and pricing power. Its decentralized operating...
Amphenol designs and manufactures mission-critical connectors, sensors, and interconnect systems that serve as the functional nervous system for advanced electronics. The manager is...