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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.
KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole. KKR manages a...
— Shreekkanth "Shree" Viswanathan
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Other investors who've written on KKR & Co. Inc.
I discussed KKR in the Q1’26 letter, and not much has changed in my thinking. The business continues...
KKR & Co. ($KKR) is a global alternative investment management firm orchestrating private equity, private credit, infrastructure, and real estate solutions. KKR represents 6.8%...
Over the prior two years, KKR was one of the Fund’s strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms.
More institutional theses from SVN Capital Fund
Bajaj Finance is India's largest non-bank lender, serving over 119 million customers. It is a...
At Copart, CEO Jeff Liaw stepped down on June 29, and the stock fell on the news.
In 2025, I started a position in this Vadodara, Gujarat-based transformer maker.