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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.
TPG is an alternative asset manager with a great reputation and track record. We have been...
— Vulcan Value Partners LLC
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Other investors who've written on TPG Inc.
In the third quarter we initiated a position in TPG. We see several...
TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today reported its unaudited results for the third quarter ended September 30, 2026. com....
TPG is an alternative asset manager poised to benefit from long-term private market capital flows and annuity-like fees. The company's exceptional...
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Forterra is one of the top UK brick manufacturers supported by long-term structural demand and pricing leverage. Although higher interest...
Carlyle Group possesses stable long-term capital across private equity, credit, and solutions. Expected interest rate...
Virtus reported solid cash flow conversion and stable net fee rates alongside modest AUM growth. The company's distribution...