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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.
Ariel Fund returned 13.59% in Q2 2026, trailing the Russell 2500 Value and Russell 2000 Value indices as U.S. equities rebounded sharply with their strongest quarterly gains since 2020. The fund's core...
— John W. Rogers, Jr.
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Other investors who've written on The Carlyle Group Inc.
Carlyle Group possesses stable long-term capital across private equity, credit, and solutions. Expected interest rate...
Carlyle Group traded higher on expectations of improved capital market activity and rising fee-related earnings post-election. The firm continues...
Carlyle commands $380 billion in AUM with stable, long-duration private capital commitments. Anticipated interest rate...