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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.
Bristol Gate's US Equity Strategy lagged the S&P 500 in Q2 2026 but continued to outpace the index in dividend growth, with portfolio TTM dividend growth of 15.4% versus 5.6% for the benchmark. The strategy's machine...
— Achilleas Taxildaris
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Other investors who've written on W.R. Berkley