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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.
Mar Vista's Global Quality strategy achieved a solid +12.98% net-of-fees return in Q2 2025, outperforming its MSCI benchmarks. Key performance drivers...
— Silas Myers and Brian Massey
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Other investors who've written on Berkshire Hathaway Inc.
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