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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 Veeva Systems Inc.
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software...