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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.
Dynasty Trust returned 7.2% net in Q2 2026, bringing rolling twelve-month returns to 1.59% after 6.5% currency headwind from Australian dollar strength. Manager expresses mild...
— Andrew Brown
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Other investors who've written on Wise PLC
Wise is one of our largest positions and a classic example of a hidden moat.
Wise is one of our largest positions and a classic example of a hidden moat. Its competitive advantage...