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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.
OMAB is one of three publicly traded airport operators in Mexico. They operate 13...
— Jonathan Reichek
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Other investors who've written on Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
The manager utilized a brief regulatory scare regarding Mexican airport concessions to heavily increase the fund's position in OMAB. While both OMAB...
The manager highlights OMAB's impressive passenger growth which outperforms its local Mexican peers. Idiosyncratic issues like...
More institutional theses from Brasada Focused Equity Strategy
Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation...
Schneider Electric is a primary enabler of global economic electrification and industrial automation, with data centers now accounting for approximately 30% of its revenue. Its combination of...
The manager quickly exited the position in Sika after subsequent due diligence and two profit warnings weakened their confidence in the investment thesis. The decision was...