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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.
Manager deployed capital aggressively into AutoZone, CME, and McKesson while markets chased AI momentum, creating 11.4 percentage point Q2 underperformance. Sees AutoZone's distribution...
— Jake Keys
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Other investors who've written on CME Group, Inc.
CME Group (CME) was the main detractor to Real Asset returns this year.
CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,...