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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 energy companies that performed well in the first quarter with the conflict in the Middle East pulled back in the second quarter with the reversal in oil prices. Canadian Natural Resources...
— Stephen Yacktman, Jason Subotky, Adam Sues
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Other investors who've written on Canadian Natural Resources Limited
More institutional theses from AMG Yacktman Fund