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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.
EQUAM Global Value posted a 2.6% return in the first half of 2026, lagging European indices by 8-10% as capital flows continued to ignore small and mid-cap value stocks. The fund's investment...
— EQUAM Global Value Fund
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Other investors who've written on DCC plc
DCC is a highly cash-generative, well-managed business that has experienced stagnant share price performance despite positive catalysts like a recent spin-off. The manager maintains...
DCC plc is leading British group specialising in distribution and sale of fuels and liquefied gases.
DCC Plc is simplifying its corporate structure by divesting non-core healthcare and technology segments to establish itself as a focused propane distributor. The company operates...