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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 Oakmark Select Fund underperformed the S&P 500 Index during Q2 2026, returning 9.39% versus the benchmark's 15.20%, as the market's narrow leadership favoring AI beneficiaries persisted. The fund's value-oriented...
— William C. Nygren
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Other investors who've written on Centene Corp
No other institutional pitches found for this ticker yet.