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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.
The European banks have followed a similar story. Unicredit (UCG) was...
— Cole Smead
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Other investors who've written on UniCredit S.p.A.
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More institutional theses from Smead International Value Fund
West Fraser Timber Co. Ltd. ($WFG) is held as an out-of-consensus cyclical value position where the market misunderstands long-term compounding potential.
L) is highlighted as an out-of-favor, misunderstood investment where the manager is patiently awaiting market re-rating.
Cenovus Energy Inc. ($CVE) is an integrated Canadian energy company focused on oil sands production, refining, and marketing, representing 10.48% of the fund's portfolio as its largest position. Smead holds a...