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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 Q4 2025, the Diamond Hill Small-Mid Cap Strategy returned 1.19% (net of fees), underperforming the Russell 2500 Index's return of 2.22%. This relative underperformance...
— Anthony Philipp, Chris Welch
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Other investors who've written on SBA Communications
SBAC's share price increased 29% in April. SBAC leases mobile...
SBA Communications possesses high-margin operations with robust pricing power secured by structural real estate barriers and persistent global mobile data expansion. While its share...