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 RESEARCH

Showcased are our sectors' research publications for the first round of Fall 2026 pitches. We view each pitch cycle as an opportunity to improve the idea generation, research quality, and work product associated with our investment ideas.

Elastic N.V.

Elastic N.V.

Sabrina Tierney and Amar Sanghera

NMI Holdings

NMI Holdings

Paulie Michel and Isabella Tobon-Sterling

Veracyte, Inc.

Veracyte, Inc.

Jacob Weiner, Caroline Doran, and Kapil Shrasti

Lamar Advertising Company

Lamar Advertising Company

Christian Claiborne and Andrew Lai

Patterson-UTI

Patterson-UTI

Brendan Woodman and Simon Eldo

Life Time Group Holdings

Life Time Group Holdings

Joe Patterson and Zach Johnson

Sensata Technologies Holdings

Sensata Technologies Holdings

Fin Connor and Ryan Lania

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