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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.
During Q4 2025, The London Company Small-Mid Cap portfolio returned 2.2% (2.0% net), performing in line with the Russell 2500 Index. Stock selection was...
— Brian Campbell
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Other investors who've written on Lamb Weston
Lamb Weston experienced operational setbacks and lost market share due to an IT implementation issue and slowing restaurant traffic. The manager views...
Lamb Weston holds a dominant 40% market share in potato processing and is resolving short-term operational IT glitches. As quick service...