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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 the 2Q25 letter, Samantha McLemore highlights the fund's strong quarterly return of 15.3% net of fees, outperforming the S&P 500's 10.9%. Despite early Q3...
— Christina Siegel Malbon
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Other investors who've written on IAC Inc.
Despite recent stock declines, this technology holding company has historically beaten the benchmark over nearly three decades. The manager continues...
IAC is a digital holding company with a successful track record of incubating assets and executing tax-free spinoffs. Its underlying sum-of-the-parts...