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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.
Vulcan Value Partners delivered 9.5% net returns in Q2 2026 but remains down 5.9% year-to-date as the portfolio's deeply discounted, out-of-favor businesses lagged the broader market. Despite solid absolute...
— C.T. Fitzpatrick
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Other investors who've written on Equifax, Inc.