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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.
In Q3 2025, the Columbia Global Technology Growth Fund (Institutional Class) returned 12.06%, slightly underperforming the S&P Global 1200 Information Technology Index-Net benchmark which returned 12.82%. Equity markets were...
— Columbia Management Investment Advisers, LLC
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Other investors who've written on Accenture plc
Accenture ($ACN) is a global professional services and IT consulting enterprise. Broyhill completely liquidated...
Accenture, a leading global IT consultant, has experienced a significant valuation decline over the last four years due to cyclical IT spending headwinds and the market perception that it will lose out to AI. However, FMI believes...
FMI considers Accenture a premier global IT consultant whose valuation has halved due to temporary IT spending headwinds and the misguided perception of being an AI loser. FMI expects that...