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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 standout contributors to performance for both the quarter and the year were our investments in semiconductor companies selling directly into the AI build-out – Taiwan Semiconductor Manufacturing Co (2330) (the leading semiconductor foundry, which we have owned since 2020) and SK Square (402340) (a holding company whose main asset is memory maker SK Hynix). BSD Analysis: SK...
— Cooper Investors Pty Limited
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Other investors who've written on SK Square Co., Ltd.
More institutional theses from Cooper Investors Global Equities Fund (Unhedged)
The strongest performer was pharmaceutical glass manufacturer Stevanto (STVN). The company’s products...
The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).
US Broadband player Shenandoah Telecommunications (SHEN) was a meaningful detractor. The stock has...