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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.
We will continue to ask what it is that Mr. Market does not understand in new investments. Autotrader (AUTO), Burberry...
— Cole Smead
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Other investors who've written on West Fraser Timber Co. Ltd.
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More institutional theses from Smead International Value Fund
L) is highlighted as an out-of-favor, misunderstood investment where the manager is patiently awaiting market re-rating.
Cenovus Energy Inc. ($CVE) is an integrated Canadian energy company focused on oil sands production, refining, and marketing, representing 10.48% of the fund's portfolio as its largest position. Smead holds a...
p.A. ($UCG.MI) is a major pan-European banking institution headquartered in Italy with extensive retail and commercial operations across Germany, Austria, and Central and Eastern Europe, representing 5.35% of the fund's portfolio. Smead maintains an...