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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.
Broadridge Financial Solutions, Inc. (BR), the leading processor of proxy voting and fixed-income trading in the U.S., was a bottom contributor in the SMID Cap strategy during the second quarter despite 7% recurring revenue growth, 11% Adjusted EPS growth, and increases to full-year guidance for both recurring revenue and Adjusted EPS. Shares appear to...
— Michael W. Cook
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Other investors who've written on Broadridge Financial Solutions, Inc.
The second largest contributor to Portfolio performance during the quarter was Broadridge Financial Solutions, Inc. (BR), a leading provider of technology and infrastructure supporting financial markets. The company provides...
BR underperformed due to general market anxieties that AI-based competitors might disrupt its core operations. The manager strongly...