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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.
UK-based bank held since 2016. Invested at a...
— Amit Wadhwaney
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Other investors who've written on Standard Chartered PLC
L), allocated at 2.5% of the portfolio, is a UK-headquartered international banking group specializing in cross-border corporate financing and wealth management across Asia, Africa, and the Middle East. The manager initiated...
L) is a cross-border international banking group facilitating trade, treasury, and capital flows across Asia, Africa, and the Middle East. Acquired as a...
More institutional theses from Moerus Capital Management LLC
The Fund’s five most significant positive contributors in Q3 were Dundee Corp., Greenfire Resources, Barratt Redrow, Aker ASA, and Grupo Cibest. By sector, the...
On the negative side, the main detractors from performance in Q3 came from two general groups. The first is...
Rounding out the top-five contributors was Grupo Cibest, a Holding Company that owns the leading Colombian bank (Bancolombia). Grupo Cibest, another...