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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.
The Moerus Worldwide Value Fund returned +20.21% (Institutional Class) in H1 2025, outperforming both the MSCI ACWI ex USA (+17.90%) and the MSCI ACWI (+10.05%). Strong performance was...
— Amit Wadhwaney
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Other investors who've written on Tidewater Inc.
Tidewater operates in the highly consolidated offshore energy services sector, which is benefiting from a tight supply-demand balance and strong pricing power. Although the manager...
We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending.
In 2020 when oil traded below zero, drilling activity ground to a halt and many energy service providers declared bankruptcy.