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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.
Sanyo Shokai was the largest detractor over the month, reducing performance by 56bps as its share price returned -13.8%. Sanyo Shokai is...
— Joe Bauernfreund
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Other investors who've written on Sanyo Shokai Ltd.
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More institutional theses from AVI Japan Opportunity Trust
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T) is an international acoustic equipment manufacturer specializing in high-performance automotive and consumer speakers, comprising 7.2% of AJOT's assets. The manager holds...