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.

Home Letters Funds Account

Artisan International Fund's investment thesis on AIA Group ($1299.HK) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$1299.HKNASDAQAIA Group

NEUTRAL

Artisan International Fund—1299.HK

Fund Letter

Q2 2026

Published July 21, 2026

View Fund Profile

$75.50USD

-2.6% vs last month

$78.10Pitched

-3.3% since pitch

Market Cap$753.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Artisan International Fund underperformed benchmarks in Q2 2026 but remained ahead for the first half, with the main setback coming from underweighting information technology due to bottom-up stock selection rather than sector outlook. The portfolio's three...

— Mark L. Yockey

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $1299.HK, and what else Artisan International Fund is buying.

Other pitches on $1299.HK

Other investors who've written on AIA Group

No other institutional pitches found for this ticker yet.

View all $1299.HK pitches →