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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.
We fully divested our investment in Marsh during the quarter. Marsh is the...
— David Steinthal
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Other investors who've written on Marsh & McLennan Companies Inc.
Marsh & McLennan is the preeminent global commercial lines broker, offering a capital-light business structure with resilient recurring revenues. A recent industry...
Marsh & McLennan was a detractor this quarter as the financial sleeve experienced overall relative performance issues. The managers retain...
More institutional theses from L1 Capital International Fund
Netflix is the preeminent global subscription streaming entertainment provider, offering a vast catalog of original and licensed film, television, and gaming content to hundreds of millions of paying members worldwide. The fund initiated...
Danaher Corporation is an essential designer and manufacturer of advanced instruments, diagnostic tools, and biological consumables used across pharmaceutical laboratories and medical research facilities worldwide. The investment manager...
Intercontinental Exchange operates leading global financial exchanges, clearing houses, and market data infrastructure networks, notably including the New York Stock Exchange and dominant mortgage technology networks. The manager views...