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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 Vulcan Materials Company
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