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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.
Ross Stores, Inc. (ROST), a leading off-price retailer of apparel and home goods, was the Portfolio’s third largest contributor to performance during the quarter. We believe the...
— Adam Calamar, Kurt Havnaer, Tyra Pratt
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Other investors who've written on Ross Stores, Inc.
Ross Stores generated 11% earnings growth despite customer sensitivity to inflation in lower income cohorts. Management anticipates operational...
ROST is a dominant off-price retailer that leverages purchasing and manufacturing inefficiencies to offer deep consumer discounts. The company is...
More institutional theses from Jensen Investment
Levi Strauss & Co. (LEVI), the global apparel company best known for its iconic Levi's denim brand, was the third largest individual detractor from Portfolio performance during the quarter. Despite generating solid...
Other companies that contributed positively to Portfolio performance during the quarter included The Kroger Co. (KR) and Genpact Limited (G). KR is the...
The second largest contributor to Portfolio performance during the quarter was Broadridge Financial Solutions, Inc. (BR), a leading provider of technology and infrastructure supporting financial markets. The company provides...