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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.
Baillie Gifford's Emerging Markets strategy delivered strong Q2 2026 outperformance driven by semiconductor holdings TSMC, Samsung Electronics, and SK Hynix, which now represent 30 percent of the MSCI Emerging Markets Index and 40 percent of the portfolio. These companies have...
— Andrew Stobart / Mike Gush / Ben Durrant
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
Samsung Electronics fell amid geopolitical concerns regarding U.S. chip restrictions and South Korean martial law fallout. The manager views...