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.

Ghosh Capital's investment thesis on Kelly Partners Group ($KPG.AX) — Q1 2025 | Buyside Digest

$KPG.AXNASDAQKelly Partners Group

BULL

Ghosh Capital—KPG.AX

Fund Letter

Q1 2025

Published April 2, 2025

$4.90USD

-3.2% vs last month

$10.20Pitched

-52.0% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Kelly Partners Group is a high-quality compounder that acquires accounting and tax firms serving small-to-medium businesses. It employs a...

— Shomik Ghosh

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Kelly Partners Group

An Australian accounting firm roll-up that faced a short-term market sell-off over the summer months. The manager regards...