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.
Swatch reflected the general weakness in luxury goods stocks as the recovery from China looks to be deferred further. H1 operating profit...
— Oldfield Partners LLP
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Other investors who've written on The Swatch Group AG
While we believe in family and owner-controlled firms so much that we spent years of our free-time authoring a white paper on the behaviors and fundamentals of this class of securities
While we believe in family and owner-controlled firms so much that we spent years of our free-time authoring a white paper on the behaviors and fundamentals of this ...
More institutional theses from Oldfield Partners Overstone Global Large Cap
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L) is a leading residential homebuilder operating in the United Kingdom, newly acquired by the fund. The manager takes...