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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 the third quarter of 2025, the U.S. Concentrated Strategy returned 2.39% net of fees, underperforming the Russell 1000 Value Index's return of 5.33%. Key quarterly contributors...
— Tony Coniaris
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Other investors who've written on IQVIA Holdings Inc.
IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...
The company's shares fell due to conservative guidance and investor anxiety regarding artificial intelligence's impact on clinical trial workflows. The manager believes...
IQVIA contributed meaningfully as fears around biotech funding and clinical activity began to ease.