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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.
Baird Chautauqua International Growth Fund returned 10.39% in Q2 2026, underperforming the MSCI ACWI ex-U.S. Index which returned 14.49%, as extreme market concentration favored a narrow AI capex trade. The fund benefited...
— Haicheng Li, CFA
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Other investors who've written on Constellation Software, Inc.
Constellation Software is an exceptional software consolidator with high capital efficiency and returns on tangible assets. It is highly...
We initiated our Constellation Software position during the first quarter of 2026, building on the experience we've gained over the past four years as shareholders of Topicus, a C
Constellation Software is a very high-quality compounder founded by Mark Leonard. It operates a...