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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 fourth quarter of 2025, the Harris Oakmark U.S. Concentrated Strategy returned 8.36% net, significantly outperforming the Russell 1000 Value Index's return of 3.81%. Major contributors to...
— Tony Coniaris
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Other investors who've written on First Citizens BancShares, Inc.
First Citizens BancShares ($FCNCA) is a large regional bank holding company known for disciplined underwriting, value-accretive distressed acquisitions, and specialized commercial finance operations. Broyhill initiated a...
First Citizens Bank was acquired due to its highly lucrative acquisition of Silicon Valley Bank, which dramatically altered its earnings power. Despite the stock's...