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.

Home Letters Funds Account

Thornburg Equity Income Builder Fund's investment thesis on NN Group N.V. ($NN.AS) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$NN.ASNASDAQNN Group N.V.

BULL

Thornburg Equity Income Builder Fund—NN.AS

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$78.44USD

-2.3% vs last month

$79.88Pitched

-1.8% since pitch

Market Cap$21.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Thornburg Investment Income Builder Fund delivered a 5.67% return in Q2 2026, bringing YTD returns to 16.15% and trailing 12-month returns to 32.96%. The fund paid...

— Matt Burdett, Christian Hoffmann, Brian McMahon

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $NN.AS, and what else Thornburg Equity Income Builder Fund is buying.

Other pitches on $NN.AS

Other investors who've written on NN Group N.V.

No other institutional pitches found for this ticker yet.

View all $NN.AS pitches →