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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 Q2 2025, Headwaters Capital gained +7.5% gross (+7.3% net) compared to a +8.5% gain for the Russell Mid Cap Index. The manager outlines...
— Christopher Godfrey
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