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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.
ClearBridge All Cap Growth Strategy underperformed its Russell 3000 Growth Index benchmark in Q2 2025 despite a strong market rebound from tariff uncertainty. Growth stocks led...
— Evan Bauman, Erica Furfaro, Aram Green, Amanda Leithe, Margaret Vitrano
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Other investors who've written on ICON PLC
ICON Plc fell sharply after announcing an internal investigation into revenue recognition, which the manager views as a temporary overreaction since the restatement impact is expected to be under 2%. The manager added...
LVS Advisory divested from Icon Plc after deeper research revealed that its aggressive M&A strategy created project disruptions, high employee turnover, and substantial debt. Concluding that Medpace's...
LVS purchased Icon Plc expecting strong CRO sector tailwinds and an attractive valuation, but deeper fundamental research revealed critical flaws. The firm's heavy...