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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 Forager International Shares Fund returned negative 5.7% for the year ending June 2026, significantly underperforming its benchmark as the AI bubble inflated to extreme levels exemplified by SpaceX's US$2 trillion IPO valuation. The manager deliberately...
— Steve Johnson
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Other investors who've written on ING Groep N.V.