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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.
The Canopy Global Small & Mid Cap Fund declined 4.4% in September, underperforming its benchmark by 5.2% as markets favored speculative areas over quality companies. The fund's concentrated...
— Kris Webster, Michael Poulsen, and Jack McManus
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Other investors who've written on Trex
Trex faces an extended cyclical downturn in housing demand coupled with a weaker sales trajectory. Compounding these issues,...
TREX manufactures composite decking that continues to take share from traditional wood.