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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.
Thomson Reuters returned -30.1% in Q1 on an average portfolio weight of 4.7%, contributing approximately -106 basis points to absolute return and -50 basis points to relative selection effect — the fo
— The Bristol Gate Canadian Equity
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