Loading investment pitches...
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.
Sands Capital Select Growth returned 23.2 percent net in Q2 2026, outperforming the Russell 1000 Growth Index's 16.7 percent return, driven by broad-based strength across AI infrastructure holdings. The portfolio benefited...
— Wesley A. Johnston, Thomas H. Trentman, Benjamin H. Betcher
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Intercontinental Exchange
Intercontinental Exchange benefits from a highly diversified business model and secular tailwinds in energy markets driven by the global energy transition. Recent market volatility...
Intercontinental Exchange detracted from quarterly returns as financials faced generalized headwinds. The manager maintains...
Intercontinental Exchange detracted from performance in the second quarter following the Commodity Futures Trading Commission's (CFTC) approval of Bitcoin perp...