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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 Antipodes Global Fund underperformed in Q2 2026 as benchmark returns became increasingly concentrated in memory semiconductors, which the Strategy deliberately avoided due to cyclicality concerns and valuation risk despite the SOX index gaining ~95%. The manager views...
— Antipodes Partners Limited
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