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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.
In Hayden Capital's Q2 2025 letter, Managing Partner Fred Liu reports a strong quarter for the fund, which gained +17.6% net, compared to +10.9% for the S&P 500 and +11.3% for the MSCI World index. This performance brings...
— Fred Liu
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