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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.
Alluvial Fund reported a strong 15.5% return for Q3 2025 (33.6% YTD). Dave Waters highlights...
— Dave Waters
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Other investors who've written on Net Lease Office Properties
Net Lease Office Properties is insulated from trade wars and is actively selling its prime Venice Beach Google office asset for an expected $50 million, which should kickstart shareholder distributions. A lease extension...
The manager highlights this as the fund's largest and most profitable holding in 2024, purchased below anticipated liquidation value. While the stock...