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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.
Edgewood's Large Cap Growth strategy returned 9.3% net in Q2 2026 but remains down 5.1% for the trailing year, underperforming benchmarks as sector rotations and momentum dynamics dominated fundamentals. The portfolio delivered...
— Alan Breed
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Other investors who've written on MSCI Inc.
MSCI is a premier provider of investment decision support tools, anchored by its highly profitable and entrenched index business. The company benefits...
MSCI was impacted by tighter client budgets and elevated cancellations leading to muted new sales. Management maintains high...