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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.
Our alternative asset managers routinely bear the brunt of whatever macro fears dominate financial headlines yet have compounded at attractive rates regardless. In the recent...
— John
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Other investors who've written on KKR & Co, Inc.
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.
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.
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Mastercard ($MA) operates one of the world's primary global payment rails, processing card and electronic transactions between issuing banks, merchants, and acquiring institutions worldwide. The fund maintains...
Constellation Software ($CSU.TO) acquires, manages, and builds mission-critical vertical market software (VMS) companies across niche, fragmented industries worldwide. Constellation represents 12.6%...
Visa ($V) operates the world's largest retail electronic payments network, connecting consumers, merchants, financial institutions, and government entities. The company represents...