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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 Q3 2025, the Smead Value Fund gained 10.72%, notably outperforming the S&P 500 and Russell 1000 Value benchmarks, driven by positions in energy and homebuilders. The letter outlines...
— Bill Smead
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Other investors who've written on Simon Property Group Inc.
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