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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 Q4 2025, The London Company Large Cap portfolio returned 0.4% (0.2% net) compared to 2.4% for the Russell 1000 Index. Underperformance was driven...
— Brian Campbell
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Other investors who've written on Fiserv
Fiserv is a global payments and financial services provider with three essential business segments. Its products benefit...
Fiserv's extensive payment processing network recorded solid transaction and retail sales growth over the holiday shopping period. The data shows...