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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.
SGA's International Growth portfolio returned 7.6% net in Q2 2026, underperforming the MSCI ACWI ex USA's 14.5% return as extreme momentum leadership and AI infrastructure spending drove parabolic rallies in memory and semiconductor stocks the portfolio does not own. Despite the challenging...
— Tucker Brown
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Other investors who've written on Yum China Holdings, Inc.
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