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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.
During the quarter, adding to our global security/supply chain diversification theme, we accumulated positions in Zijin Gold International Company Limited and Data Patterns (India) Limited. Zijin Gold, the...
— Michael Kass
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Data Patterns is a leading designer and manufacturer of mission-critical electronics for the defense and aerospace sectors in India. With over four...