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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 2025, the GreensKeeper Value Fund achieved a net return of +0.4%, which was heavily impacted by a -4.3% drag from a weakening U.S. dollar and a major stock pick failure in Fiserv (-67.3%), which suffered from growth accounting illusions. The fund lagged...
— Michael P. McCloskey
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Other investors who've written on American Express Company
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Giverny established a new position in American Express following a 25% price drop, using proceeds from the sale of Ametek. The manager values...