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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.
AVI Global Trust's NAV declined 5.0% in the first half of fiscal 2026, underperforming its benchmark which returned 2.1%, primarily due to geopolitical volatility following the US-Israel attacks on Iran in late February which caused discount widening across Asian markets. Prior to March,...
— Joe Bauernfreund
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Other investors who've written on Vivendi
Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries.
Canal+ experienced a correction in its share price due to temporary integration concerns and disappointing guidance at its newly acquired South African asset, MultiChoice. However, the core...