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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 their December 2025 Quarterly Letter, Montaka Global Investments reviews a challenging but active year defined by significant return dispersion, narrow stock performance, and geopolitical and macroeconomic shifts. Montaka highlights that...
— Andrew Macken
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Other investors who've written on KKR & Co. Inc.
KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole.
Over the prior two years, KKR was one of the Fund’s strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms.