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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.
Alluvium's concentrated 21-position global equity fund returned -1.4% in EUR terms during Q2 2026, a quarter dominated by speculative semiconductor excess that the managers view with caution, quoting Benjamin Graham on temporary profit and ultimate loss. The fund initiated...
— Stuart Pearce, Alexis Delloye
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