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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.
In December 2025, the Bell Global Equities Fund (Wholesale Class) returned -1.5%, underperforming the MSCI World ex-Australia Index's return of -0.9%. This underperformance capped...
— Ned Bell
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Other investors who've written on Tractor Supply
Tractor Supply Company (TSCO) was the Portfolio's second largest individual detractor from performance during the quarter.
Tractor Supply Company (TSCO) was the Portfolio's second largest individual detractor from performance during the quarter. TSCO operates rural...