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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.
Greenhaven Road returned 11% net in Q2 2026 but remains below target performance levels. The manager is...
— Scott
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Other investors who've written on Compass Diversified
Following a fraud incident at its Lugano subsidiary, Compass Diversified's core operations have remained stable, maintaining original guidance once Lugano is excluded. The manager is...
We increased our position in Compass Diversified Holdings (CODI) and CAB Payments (CAB), two names that caused considerable headaches over the past 12-24 months, and both have dutifully produced a goo