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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 Guinness China A Share Fund rose 8.9% in Q2 2026 but underperformed its benchmark by 8.3 percentage points as the onshore market was dominated by AI-related technology stocks. The MSCI China...
— Sharukh Malik, Edmund Harriss
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