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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 Aoris International Fund returned 5.7% in Q2 2026, underperforming its benchmark by 8.1% as markets favored AI infrastructure plays and economically sensitive sectors while showing disdain for quality compounders. The quarter was...
— Matthew Berry
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Other investors who've written on Bentley Systems
The fund initiated a new position in Bentley Systems, a provider of software for designing and managing critical infrastructure. The manager is...
The fund initiated a new position in Bentley Systems, attracted by a disconnect between strong fundamentals and a declining stock price. Bentley provides essential...