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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 other newly added position, Tata Chemicals Ltd., part of the Tata Group, is an Indian-domiciled chemicals company with a strong presence in the soda ash industry. Soda ash is...
— Amit Wadhwaney
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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...