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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.
Zelikovic adheres to classic value investing principles, focusing on financially robust compounders trading at substantial discounts while actively avoiding the Magnificent Ten AI giants despite their market dominance. The portfolio returned...
— Yoav Zelikovic
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Other investors who've written on KKR & Co. Inc.
KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole.
Over the prior two years, KKR was one of the Fund’s strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms.