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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.
Kathmandu Capital delivered a strong Q2 2025 return of 16.64% net, outperforming both the S&P 500 and MSCI ACWI benchmarks despite navigating a ~30% portfolio swing driven by tariff-related volatility. The manager shifted...
— Brent Jackson
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