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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.
Halvio Capital returned 5.79% in Q2 2026, lagging major indices as the S&P posted its best quarter since 2020 and Russell 2000 its best half-year since 1991, driven by renewed AI enthusiasm. The fund remains...
— Anthony
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