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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 the quarter ending 31 December 2025, the Magellan Global Fund returned 0.1%, underperforming the benchmark due to a rotating market and underperformance in select tech mega-caps. Despite near-term volatility,...
— Alan Pullen
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