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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.
Caledonia delivered a NAVTR of 5.4% for the year ended 31 March 2026, extending its track record of long-term real returns with 9.2% annualized over 10 years, outperforming inflation by 5.8% p.a. All three investment pools contributed positively: Public Companies returned 1.2% despite March volatility from the Iranian conflict; Private Capital delivered 13.1% driven by the agreed sale of Stonehage Fleming and strong AIR-serv performance; and Funds returned 4.9% (7.1% in local currency) supported by quality realizations. The company increased...
— Mat Masters
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Other investors who've written on Oracle Corp.
Oracle Corporation ($ORCL) is an enterprise software and cloud infrastructure provider specializing in enterprise database management, enterprise applications, and high-performance cloud hosting via Oracle Cloud Infrastructure (OCI). The manager maintains...
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...
Oracle's share price pulled back because of high capital expenditures for AI infrastructure and slightly lower-than-expected guidance. The fund continues...