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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.
The Mairs & Power Balanced Fund returned 6.14% in the first half of 2026, slightly underperforming its benchmark composite by 25 basis points. The market delivered...
— Mairs & Power, Inc.
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Other investors who've written on Fiserv, Inc.
Fiserv detracted from relative performance as it undergoes a corporate turnaround focused on improving client satisfaction and product development. An unexpected CEO...
Fiserv was our biggest detractor from performance on the year.