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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.
Pet Valu returned -22.8% in Q1 on an average portfolio weight of 4.7%, contributing approximately -111 basis points to absolute performance and -96 basis points to relative performance. The decline was...
— Mo Vakil
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Other investors who've written on Pet Valu Holdings
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More institutional theses from The Bristol Gate Canadian Equity
TerraVest was the single largest detractor from relative performance in Q1.
Element Fleet returned approximately -15.9% in Q1 on an average portfolio weight of 4.9%, contributing -69 basis points to relative performance.
Thomson Reuters returned -30.1% in Q1 on an average portfolio weight of 4.7%, contributing approximately -106 basis points to absolute return and -50 basis points to relative selection effect — the fo