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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 Value Fund underperformed its benchmark in Q2 2026 as market returns became increasingly concentrated in a narrow cohort of memory semiconductor and hardware stocks, with the SOX index gaining 95%. The fund deliberately...
— Antipodes Global Value Fund
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Other investors who've written on Visional
This human resources platform is a structural growth compounder leveraging Japan's secular labor shortages and rising job mobility. Its core platform...
Visional is positioned to benefit from Japan's structural shifts toward greater mid-career labor mobility due to shrinking demographic trends and labor shortages. Its flagship platform,...