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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.
Rounding out the top-five contributors was Grupo Cibest, a Holding Company that owns the leading Colombian bank (Bancolombia). Grupo Cibest, another...
— Amit Wadhwaney
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Other investors who've written on Grupo Cibest / Bancolombia
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More institutional theses from Moerus Capital Management LLC
The Fund’s five most significant positive contributors in Q3 were Dundee Corp., Greenfire Resources, Barratt Redrow, Aker ASA, and Grupo Cibest. By sector, the...
On the negative side, the main detractors from performance in Q3 came from two general groups. The first is...
Other leading contributors in Q3 included United Kingdom-based Barratt Redrow, a new position added to the Fund in 2026. Barratt Redrow, the...