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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 third quarter we initiated a position in TPG. We see several...
— Derek Pilecki
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Other investors who've written on TPG Inc.
TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today reported its unaudited results for the third quarter ended September 30, 2026. com....
TPG is an alternative asset manager poised to benefit from long-term private market capital flows and annuity-like fees. The company's exceptional...
TPG is a leading alternative asset manager benefiting from structural growth in private market capital flows and durable fee streams. The company excels...
More institutional theses from Gator Capital Management
Société Générale and BNP Paribas, our two largest positions, were detractors during the third quarter, and their weakness continued into October. France’s political unrest,...
Société Générale and BNP Paribas, our two largest positions, were detractors during the third quarter, and their weakness continued into October. France’s political unrest,...
Ameriprise Financial combines an independent advisory and brokerage platform with a captive asset manager and insurance/annuity operations.