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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.
EQUAM Global Value posted a 2.6% return in the first half of 2026, lagging European indices by 8-10% as capital flows continued to ignore small and mid-cap value stocks. The fund's investment...
— EQUAM Global Value Fund
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