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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.
In its January 2026 letter, Sequoia Fund reports outperformance in 2025 with a 22.13% return versus the S&P 500's 17.88%. The Investment Committee...
— Arman Gökgöl-Kline, John Harris, Trevor Magyar
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Other investors who've written on Elevance Health Inc.