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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 Wasatch Global Select Strategy finished Q4 and the full year 2025 lagging behind its benchmark, the MSCI AC World Index, posting a low single-digit gain for the year compared to the index's 22.34% return. Underperformance was largely...
— Mick Rasmussen, Derrick Tzau, Stuart Rigby
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Other investors who've written on Trex
Trex faces an extended cyclical downturn in housing demand coupled with a weaker sales trajectory. Compounding these issues,...
TREX manufactures composite decking that continues to take share from traditional wood.