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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.
We engaged TotalEnergies SE, an integrated energy company, as part of Royal London Asset Management's Net Zero Stewardship Programme to understand management's views on the Middle East conflict and its implications for oil, gas and liquefied natural gas (LNG) markets, alongside updates on capital allocation, upstream growth and transition strategy. The meeting provided...
— Royal London Global Equity Diversified Fund
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More institutional theses from Royal London Global Equity Diversified Fund
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The manager initiated a position in Ferrari following a market correction triggered by conservative five-year growth outlooks. The firm maintains...