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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.
Polen Capital's Emerging Markets Growth strategy returned 7.58% net in Q3 2025, underperforming the MSCI Emerging Markets Index's 10.64% return. The portfolio benefited...
— Polen Capital - Emerging Markets Growth
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Other investors who've written on Prosus N.V.
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