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Pitches & Reports
The Maritime Fund's Portfolio Research division leads the creation of in-depth pitch decks that include a company and industry overview, DCF and comparable valuation, risk analysis, and an investment thesis. The Global Macro division leads the creation of a report detailing timely macroeconomic events.
Select Portfolio Pitches
SSR Mining Inc.
Energy, Materials, Commodities Portfolio
Research Lead - Tyler Stark
Click to read
Comfort Systems Inc.
Financials, Industrials, Real Estate Portfolio
Research Lead - Ronan Sahajpal
Click to read
GAP Inc.
Technology, Consumers, Healthcare Portfolio
Research Lead - Colman Mansworth
Click to read
Global Macro Reports
Global Macro Portfolio
Research Lead - Samuel Tanner
Click to read
USMCA Watch
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