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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 SES
No other institutional pitches found for this ticker yet.