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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 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 Compagnie Financière Richemont SA
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