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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 the Q2 2025 partner letter, Matthew Sweeney, Managing Partner of Laughing Water Capital, reports that the fund's Class A investment returned approximately 13.1% net of all expenses, outperforming both the S&P 500 TR (10.9%) and the Russell 2000 (8.5%). The fund finished...
— Matthew Sweeney
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