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.

Home Letters Funds Account

Harris Associates International Equity Strategy's investment thesis on BNP Paribas SA ($BNP.PA) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$BNP.PANASDAQBNP Paribas SA

BULL

Harris Associates International Equity Strategy—BNP.PA

Fund Letter

Q2 2026

Published July 28, 2026

View Fund Profile

$112.12USD

+7.3% vs last month

$109.66Pitched

+2.2% since pitch

Market Cap$123.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Harris Associates' International Strategy returned 8.28% net in Q2 2026, underperforming the MSCI World ex USA Index which returned 10.22%. AI remained a...

— David Herro

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $BNP.PA, and what else Harris Associates International Equity Strategy is buying.

Other pitches on $BNP.PA

Other investors who've written on BNP Paribas SA

No other institutional pitches found for this ticker yet.

View all $BNP.PA pitches →