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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 Polen Focus Growth Portfolio returned 6.33% net in Q2 2026 but lagged the Russell 1000 Growth Index's 16.74% return as the market rally remained narrow and concentrated in AI infrastructure beneficiaries, particularly semiconductors and memory businesses. The Portfolio lacked...
— Dan Davidowitz
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Other investors who've written on Accenture plc
Accenture ($ACN) is a global professional services and IT consulting enterprise. Broyhill completely liquidated...
Accenture, a leading global IT consultant, has experienced a significant valuation decline over the last four years due to cyclical IT spending headwinds and the market perception that it will lose out to AI. However, FMI believes...
FMI considers Accenture a premier global IT consultant whose valuation has halved due to temporary IT spending headwinds and the misguided perception of being an AI loser. FMI expects that...