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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.
Jackson continued to perform in line with expectations, but is facing a dangerous headwind that was thoroughly exposed in a 34-page short-report by QVT. The gist is...
— Joost van der Mandele
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Other investors who've written on Jackson Financial Inc.
The manager exited a previously large position in Jackson Financial due to its high correlation with the performance of the S&P 500. Attempting to predict...
Our biggest position is meant to be a boring American life insurer trading at a P/E of 4.
Jackson has a habit of moving up and down for strange reasons. It went down...
More institutional theses from Van Der Mandele Arar Fund
SK Square holds mostly SK Hynix shares, 20.5% of shares outstanding. That position is...
We have frequently visited and even revisited our SK Hynix investment case. As shown in...
But one can take it one step further and receive an even bigger discount through buying SK Inc shares. This is the...