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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 Van Der Mandele Arar Fund depreciated 7.2% in the period, driven primarily by a drawdown in SK Hynix that the rest of the portfolio could not offset, bringing year-to-date performance to 7.2% versus 12.1% for the MSCI World ACWI. The manager remains...
— Joost van der Mandele
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