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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.
Ace River Capital returned +6.25% in H1 2026, underperforming the S&P 500 (+9.55%) and Russell 2000 (+22.57%), continuing a multi-year period of significant underperformance with cumulative returns of -49.40% since 2023. The portfolio became...
— Nicholas D'Agnillo
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