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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 their January 2026 Annual Letter, Troy Asset Management addresses a challenging 2025 where the Global Equity Strategy underperformed rising markets. The managers attribute...
— Sebastian Lyon & Charlotte Yonge
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Other investors who've written on London Stock Exchange Group plc
The London Stock Exchange Group (LSEG) is a vertically integrated, multi-asset trading infrastructure and data company.
The managers view London Stock Exchange Group as a successful turnaround following its acquisition of Refinitiv. Despite initial skepticism...