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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 its Q4 2025 report, L1 Capital International outlines a 2.2% net return for the quarter (vs 2.5% for the benchmark) and a 9.8% net return for the full calendar year 2025. The manager discusses...
— David Steinthal
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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...