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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.
OTP Bank Nyrt is the leading banking franchise in Hungary and one of the premier financial institutions across Central and Eastern Europe, with operations spanning 11 countries. Over several decades,...
— Michael Kass
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Other investors who've written on OTP Bank
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More institutional theses from Baron Emerging Markets Fund
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
We increased exposure to our semiconductors/AI theme by initiating a position in MediaTek Inc., the world's largest supplier of consumer and mobile system-on-chips. The company is...
During the quarter, adding to our global security/supply chain diversification theme, we accumulated positions in Zijin Gold International Company Limited and Data Patterns (India) Limited. Zijin Gold, the...