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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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