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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 its Q3 2025 investor update, Jackson Peak Capital reported a net return of -2.9% for the quarter, bringing its year-to-date (YTD) net return to +60.4%. The fund underperformed...
— Patrick O'Brien
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Other investors who've written on Confluent, Inc.
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