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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 manager significantly reduced exposure to Gentrack due to development issues surrounding its G2 core product upgrade, which subsequently delayed customer wins and led to weak financial results. Although admitting they...
— Will Granger
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Other investors who've written on Gentrack Group
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