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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 4Q 2025, Weitz Multi Cap Equity Fund (Institutional Class) returned -1.48%, trailing the Bloomberg U.S. 3000 Index's return of +2.39%. For the full...
— Weitz Investment Management, Inc.
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CarMax reported solid quarterly performance with volumes responding well to targeted pricing. However, the manager...