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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.
ICON Plc (ICLR) -39.3% was our primary detractor this quarter following the February announcement of an internal Audit Committee investigation into revenue recognition practices from 2023 through 2025. While the market’s...
— Michael P. McCloskey
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