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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.
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,...
— Derek Pilecki
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More institutional theses from Gator Capital Management
In the third quarter we initiated a position in TPG. We see several...
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.