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.

Home Letters Funds Account

Alluvium Global Fund's investment thesis on Robert Half ($RHI) — Q2 2025 | Buyside Digest

All Pitches

View Letter Analysis

$RHINYSERobert Half

BULL

Alluvium Global Fund—RHI

Fund Letter

Q2 2025

Published July 30, 2025

View Fund Profile

$43.55USD

+2.3% vs last month

$35.34Pitched

+23.2% since pitch

Market Cap$4.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $RHI, and what else Alluvium Global Fund is buying.

Other pitches on $RHI

Other investors who've written on Robert Half

Alluvium Global FundBULL

Pitched Mar 1, 2025

Robert Half has experienced a prolonged earnings trough as macroeconomic uncertainty has delayed the anticipated cyclical rebound in recruitment demand. Although the fund...

View all $RHI pitches →