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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.
Top relative contributors to the Portfolio's performance included Tokyo Electron, ASML, and ASM International. BSD Analysis: Polen...
— Polen Capital - International Growth
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Other investors who've written on ASM International