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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.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
GCQ Funds Management's July 2025 investor letter reports that the GCQ Flagship Fund (P Class) delivered a +26.4% net return for the year ending June 30, 2025, bringing cumulative returns since its July 2022 inception to +119.8% (+30.0% p.a.). This represents a...
— GCQ Funds Management Pty Ltd
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Other investors who've written on Rightmove plc
Rightmove retains exceptional pricing power and market dominance, demonstrated when customer OpenRent capitulated during a fee dispute. Nevertheless, despite trading...
The fund purchased Rightmove, the leading UK real estate marketplace connecting buyers, renters, and developers. Due to strong...