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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.
The largest detractor Ally, the US auto finance company, announced satisfactory Q2 results. However, at the...
— Oldfield Partners LLP
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Other investors who've written on Ally Financial Inc.
Ally Financial is a leading digital-only direct consumer bank and the premier independent auto financing lender in the United States. Accounting for 2.0%...
Ally Financial ($ALLY), representing 2.8% of portfolio assets, is a leading digital consumer bank and the premier independent automotive lender in the United States. Despite recent share...
Ally Financial was a new purchase during the quarter. Ally has undergone...
More institutional theses from Oldfield Partners Overstone Global Large Cap
L) is a major European low-cost carrier providing point-to-point passenger airline travel. The manager is...
The Swatch Group ($UHR.SW) is a Switzerland-based global manufacturer and distributor of finished watches, jewelry, and watch movements across luxury and mass-market segments. The manager maintains...
L) is a leading residential homebuilder operating in the United Kingdom, newly acquired by the fund. The manager takes...