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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.
For the period ending December 31, 2025, the Bell Global Emerging Companies Fund (Class A) returned -1.8%, underperforming its benchmark, the MSCI World SMID Cap Index, which returned -0.8%. Underperformance was driven...
— Ned Bell, Joel Connell, Matt Saddington
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Other investors who've written on Compass Group
Compass Group is the world's leading contract foodservice provider.
Compass Group is, in our view, the clearest manifestation of Process Power within the fund.