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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 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...