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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 4Q25, the Voya MI Dynamic Small Cap Fund underperformed its benchmark, the Russell 2000 Index, primarily due to negative stock selection within the communication services, information technology, and financials sectors. Detractors included underweighting...
— Voya Investments, LLC
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Other investors who've written on Fortrea Holdings, Inc.
Spun off from Labcorp in 2023, the clinical trial provider is working through a business turnaround. Its current stock...
Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries.
Fortrea helps its biotech and pharmaceutical customers to run clinical trials with the goal of receiving marketing authorization in the U.S. and other countries. For...