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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.
Matrix Asset Advisors reports strong performance for 2025, with their Large Cap Value strategy returning over 20% and their Dividend Income strategy returning in the mid-to-high teens. For 2026, the...
— Matrix Asset Advisors, 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.