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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.
McElvaine Value Fund returned 7.3% in the first half of 2026 and approximately 11% year-to-date, underperforming Canadian indices but improving through summer. The manager emphasizes...
— Tim McElvaine
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Other investors who've written on Fairfax Financial Holdings Limited
Fairfax has developed a more stable earnings stream that is less vulnerable to underwriting cycles than its peers. Management's outstanding capital...
Fairfax Financial was the fund's top contributor in 2023, driven by record underwriting profits and doubling investment income from astute float management. The manager strongly...