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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.
HD Hyundai added +65bps to NAV as its shares generated a return of approximately +40% (GBP), driven by the tightening of the discount from 59% to 41% over the period. HD Hyundai is...
— Joe Bauernfreund
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Other investors who've written on HD Hyundai
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More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
L) represents 4.7% of the fund's portfolio.
Sartorius AG ($SRT.DE) is a premier bioprocessing equipment and consumables manufacturer held indirectly via Bio-Rad Laboratories' 32% equity stake.