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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.
In 2Q25, TimesSquare's U.S. Mid Cap Growth Strategy underperformed its benchmark, returning 12.91% net compared to 18.20% for the Russell Midcap Growth Index. Performance was impacted...
— TimesSquare Capital Management LLC
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Other investors who've written on JFrog Ltd.
JFrog emerged as the strategy's top performer, recovering from a previous sector-wide software sell-off. The managers believe...
JFrog was the fund's top contributor, recovering from a previous software selloff as strong quarterly earnings and raised guidance validated its business strength. The manager highlights...