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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.
During Q2 2025, the Value Equity strategy composite returned 7.2% (gross) and 7.0% (net), outperforming its Russell 1000 Value benchmark (+3.8%) but trailing the S&P 500 (+10.9%). The quarter was...
— Cullen Capital Management LLC
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