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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.
Shandong Sinocera (-38.1%) was the strongest stock in the Fund in the first half of the year. Like Xiamen Faratronic,...
— Sharukh Malik, Edmund Harriss
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Other investors who've written on Shandong Sinocera Functional Material Co., Ltd.
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Shanghai Putailai New Energy is a vertically integrated provider of lithium-ion battery components, producing coated separators, base films, synthetic anodes, and specialized manufacturing equipment. The manager remains...
Xiamen Faratronic manufactures film capacitors used in industrial power electronics, renewable energy infrastructure, electric vehicles, and data centers. The investment manager...
Shenzhen Mindray Bio-Medical represents 4.0% of the fund's portfolio and develops critical medical devices spanning patient monitoring, in-vitro diagnostics, and medical imaging. The manager maintains...