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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 Long/Short Alpha Fund returned 8.29% in Q2 2026, trailing the Russell 2500 Index's 20.26% gain as market leadership remained concentrated in AI-related companies, particularly unprofitable businesses and those with uncertain growth durability. This created a...
— Wasatch Long Short Alpha Fund
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Other investors who've written on The Ensign Group, Inc.
Shares of the skilled nursing operator declined following a short-seller report questioning its operations and practices. The manager remains...
Ensign Group's stock declined after a short-seller report criticized its operations, staffing, and business arrangements. The managers met...
The manager made incremental additions to the fund's position in Ensign Group during the quarter. This represents a...