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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.
For the quarter ending June 2025, the Conventum - Alluvium Global Fund returned -0.1% in EUR terms (+8.5% in USD, +3.1% in AUD), holding its performance back primarily due to the weakening USD. The managers critique...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Liberty Capital Corp
The stock's performance this quarter reflected a narrowing of its discount relative to the agreed acquisition by Charter Communications. Although minor operational...
Liberty Broadband fell due to uncertainty surrounding Charter Communications' subscriber retention following the end of the Affordable Connectivity Program. The fund expects...
Liberty Broadband fell due to short-term market anxiety over Charter's broadband subscriber growth competitive pressure. The fund added...