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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.
L1 Capital International returned 4.5% net in the June 2025 quarter, underperforming the 6.0% benchmark return, but delivered strong annual performance of 22.1% versus 18.5% benchmark. The manager navigated...
— David Steinthal
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