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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.
Notable contributor to fund performance (+62bps absolute and -25bps relative).
— Cornelius Zeeman
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Other investors who've written on Apple Inc.
During the quarter, we initiated a position in Apple, a previously held portfolio company, on the view that near-term supply issues will work out over time. With over one...
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Apple designs premium consumer hardware devices, develops integrated operating systems, and delivers digital services across global markets. The manager maintains...