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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.
Contrarius Global Equity Fund returned 20.9% in Q2 2026 versus 12.5% for the MSCI World Index, driven by its contrarian positioning in AI-Winners and AI-Proof companies. The fund actively...
— Waystone Management Company (IE) Limited
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Other investors who've written on Sony Group Corp.