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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.
Oldfield Partners' Overstone Global Equity Fund returned 13.7% in Q2 2026, matching the MSCI World Index and outperforming the MSCI World Value Index which rose 9.2%. The quarter was...
— Richard Oldfield
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Other investors who've written on Sanofi
Sanofi's strong fundamentals and core asset Dupixent are undervalued due to temporary vaccine market volatility and patent cliff anxieties. The manager bought...
Market concerns over a potential vaccine critic heading the US HHS caused an industry-wide sell-off, which the manager believes is an overreaction for Sanofi given its vaccine division's small revenue share. The pipeline for...
Sanofi was a detractor this quarter.