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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's Long Short Fund returned 12.7% in Q2 2026 (ASX200AI 4.0%), driven by broad-based gains across 13 positions that each contributed over 0.5%. The quarter was...
— Mark Landau and Raphael Lamm
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Other investors who've written on NexGen
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