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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.
The Touchstone Balanced Fund delivered a 7.26% return in Q2 2026, underperforming its blended benchmark as equity security selection detracted, particularly underweight positions in Micron, AMD, and Intel within Information Technology. Economic growth remained...
— Western & Southern Financial Group / Touchstone Investments
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Other investors who've written on QXO, Inc.
Added in April, QXO fell after announcing its acquisition of TopBuild due to market concerns over leverage and integration. However, the manager...
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,
QXO (QXO) shares underperformed during the period as investors remained focused on near-term macroeconomic headwinds, including a sluggish U.S. housing market and persistently elevated interest rates,