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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.
WestEnd delivered strong relative performance in Q2 2025, generating double the return of the S&P 500 through substantial overweights to Technology, Industrials, and European stocks. The fund actively...
— George Bolton, Ali, George Elliman
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Other investors who've written on Howmet Aerospace Inc
Howmet Aerospace is benefiting from persistent supply chain dislocations in commercial aircraft manufacturing that force airlines to keep existing aircraft in service longer. This trend drives...
B), and a new position in CSX (CS...
We initiated a new position in Howmet Aerospace, a critical supplier of highly engineered components for commercial aerospace engines. Howmet occupies an...