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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.
In 2025, the GCQ Flagship Fund (P Class) returned +2.0%, underperforming the MSCI World Index (AUD) return of +12.3% due to narrow AI-driven market strength and a 60% drawdown in major holding Hemnet. Despite this, the...
— GCQ Funds Management Pty Ltd
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