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.
During Q4 2025, the Alger Spectra Fund (Class A) returned -1.23% (without sales charge), underperforming the Russell 3000 Growth Index's 1.14% return. Positive contributors included...
— Patrick Kelly, Dan Chung, Ankur Crawford
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Nebius Group
Nebius benefited from massive demand for GPU compute clusters, leading to a major capacity-clearing deal with Microsoft and validation of its autonomous vehicle subsidiary Avride. Despite multiple trims...
V. is positioned as...
V. has successfully transitioned...