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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.
The Rozendal Global Fund delivered modest absolute returns of 2.1% in H1 2026 but lagged its benchmark significantly, primarily due to absence of exposure to the artificial intelligence mania that drove Information Technology sector returns of nearly 30%. The Iran war...
— Wilhelm Hertzog, Paul Whitburn
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Other investors who've written on Meta Platforms, Inc.
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
The manager notes that Meta Platforms capitalized extensively on rapid international expansion and low interest rates during the post-GFC era. However, reversing macro...
Meta delivered another exceptional first half of 2026.