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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.
McDermott is an energy EPC (engineering, procurement, construction) company with a troubled past and a bright future. After several difficult...
— Dave Waters
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More institutional theses from Alluvial Capital Management
, our British producer of soaps, detergents, and laundry powders, is thriving.
We recently took a position in Gulf Marine Services PLC, a London-listed owner of 15 self-elevating, self-propelled support vessels.
In February, Alluvial Fund holding Peakstone Realty Trust agreed to be acquired by Brookfield Asset Management for $21 per share.