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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 their 2026 New Year Letter, Horizon Kinetics' founders address client queries about their private fund offerings, explaining them as natural extensions of their long-term value philosophy. The letter critiques...
— Murray Stahl
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Other investors who've written on Intercontinental Exchange
Intercontinental Exchange benefits from a highly diversified business model and secular tailwinds in energy markets driven by the global energy transition. Recent market volatility...
Intercontinental Exchange detracted from quarterly returns as financials faced generalized headwinds. The manager maintains...
Intercontinental Exchange detracted from performance in the second quarter following the Commodity Futures Trading Commission's (CFTC) approval of Bitcoin perp...