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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.
Comerica, a long-time Fund holding, is an unusual super regional bank due to the extent of corporate exposure in its loan book, as compared to many other U.S. regional banks with much larger exposures to residential mortgages. Because much of...
— Matthew Fine
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Other investors who've written on Comerica
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More institutional theses from Third Avenue Value Fund
Persimmon plc is one of the largest residential homebuilders in the United Kingdom, operating across three distinct brands focused primarily on the affordable, first-time homebuyer segment outside of London. Third Avenue established...
Third Avenue trimmed its holding in Bank of Ireland following a strong re-rating to a premium over book value as interest rate normalization matured.
Bolsa Mexicana runs high-margin exchange and central security depository operations in Mexico with operating margins above 70% in custody services. A strong net...