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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 Thor Industries
Thor Industries lowered its full-year earnings guidance significantly as a brief recovery in consumer confidence reversed. Potential tariff headwinds...
Thor Industries delivered stellar quarterly results and raised its full-year outlook, demonstrating impressive cost flexibility and robust cash flow. Due to the...