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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.
In the Rome Capital 2025 Interim Report, Chief Investment Officer Alex Feng reviews a turbulent first half of 2025, marked by ongoing geopolitical tensions like the war in Ukraine and new US tariff offensives. Despite macro uncertainty,...
— Alex Feng
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