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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.
The Wasatch Global Select strategy gained but underperformed its benchmark MSCI AC World Index, which returned 14.93% in Q2 2026. AI enthusiasm continued...
— Mick Rasmussen, Derrick Tzau, Stuart Rigby
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Other investors who've written on Loar Holdings, Inc.
Loar Holdings manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of...
Loar Holdings is demonstrating robust performance due to record quarterly net sales and strong industry fundamentals within the aerospace and defense sector. The company benefits...