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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.
Sands Capital International Growth returned 18.7% net in Q2 2026, outperforming the MSCI ACWI ex USA Index by 420 basis points as geopolitical uncertainty eased and AI enthusiasm drove strong performance. The portfolio benefited...
— David E. Levanson, CFA and Danielle J. Menichella, CFA
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
Samsung Electronics fell amid geopolitical concerns regarding U.S. chip restrictions and South Korean martial law fallout. The manager views...