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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 largest positive contributors were COG Financial Services Ltd (COG) (+4.5%) and BCI Minerals Ltd (BCI) (+2.8%). These were partly...
— Gabriel Radzyminski
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Other investors who've written on COG Financial Services Ltd
More institutional theses from Sandon Capital
BCI Minerals Ltd ($BCI.AX) represents 13.0% of the fund's portfolio.
Orora Ltd ($ORA.AX) represents 5.5% of the fund's portfolio.
COG has undergone significant board changes, bringing on experienced insurance industry executives John Dwyer and Tony Robinson. SCAF highlights the...