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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.
Both portfolios benefited from corporate activity involving Cleanaway Waste Management, while the Income Portfolio’s outperformance reflected its holding in Commonwealth Bank and greater exposure to Australia’s major banks. Cleanaway and The...
— Marcus Bogdan
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