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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.
The Brandes International Equity Fund returned 3.58% in Q2 2026, underperforming the MSCI EAFE Index's 10.82% return as AI enthusiasm drove exceptional performance in technology stocks. The Fund's underweight...
— Jeffrey Germain
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Other investors who've written on SAP
SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning.
SAP SE has experienced a significant decline in its stock price due to market fears over AI disruption, despite delivering solid Q2 2026 results. The company reporte...