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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 gained but underperformed its benchmark MSCI AC World Index, which returned 14.93% in Q2 2026. AI enthusiasm continued...
— Mick Rasmussen, Derrick Tzau, Stuart Rigby
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Other investors who've written on Hamilton Lane
Hamilton Lane's stock declined due to fears surrounding its exposure to the private credit market. The manager remains...
Hamilton Lane (HLNE) – New Purchase Hamilton Lane provides institutional investors and high-net-worth individuals with access to private markets. It offers advisory,...