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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.
Kathmandu Capital delivered a strong Q2 2025 return of 16.64% net, outperforming both the S&P 500 and MSCI ACWI benchmarks despite navigating a ~30% portfolio swing driven by tariff-related volatility. The manager shifted...
— Brent Jackson
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Other investors who've written on Grupo Aeroportuario del Centro Norte
The manager utilized a brief regulatory scare regarding Mexican airport concessions to heavily increase the fund's position in OMAB. While both OMAB...
OMAB is one of three publicly traded airport operators in Mexico. They operate 13...
The manager highlights OMAB's impressive passenger growth which outperforms its local Mexican peers. Idiosyncratic issues like...