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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.
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
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Other investors who've written on Orange SA
This European telecom operator is poised to benefit from rational pricing and positive subscriber trends in core markets like France and Spain, alongside growth in MEA. The wrapping up...
Orange SA is the sixth largest holding. Multi-national telecommunications network...