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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 quarter ending 30 September 2025, the Magellan Global Fund underperformed its benchmark due to heavy speculative investor rotation into perceived AI beneficiaries at the expense of defensive sectors. Top contributors included...
— Alan Pullen
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Other investors who've written on CME Group, Inc.
CME Group (CME) was the main detractor to Real Asset returns this year.
CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,...