Loading investment pitches...
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 2.6% net in Q2 2026 versus the benchmark's 12.5%, with underperformance driven primarily by not holding certain AI momentum stocks rather than poor stock selection. The market has...
— David Steinthal
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on AerCap Holdings N.V.
No other institutional pitches found for this ticker yet.