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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.
Materials was the lone meaningful detractor at the sector level as our position in Vulcan Materials Co. hurt performance on a relative basis. Shares of Vulcan...
— Delaware Management Company (now part of Nomura Asset Management)
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Other investors who've written on Vulcan Materials Co.
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