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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.
For 3Q25, the Macquarie Large Cap Growth Fund delivered a positive return of 4.76% (Institutional) but underperformed its benchmark, the Russell 1000 Growth Index, which rose 10.51%. Underperformance was driven...
— Delaware Management Company (now part of Nomura Asset Management)
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Other investors who've written on Advanced Micro Devices Inc.
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
Advanced Micro Devices represents a long-duration share-gain story driven by execution rather than hype.
Advanced Micro Devices (Advanced Micro) is a high-performance and adaptive computing company that designs and delivers processors, accelerators, graphics products, adaptive computing pl