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.
We recently took a position in Gulf Marine Services PLC, a London-listed owner of 15 self-elevating, self-propelled support vessels. These SESVs support...
— Dave Waters
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Other investors who've written on Gulf Marine Services PLC
No other institutional pitches found for this ticker yet.
More institutional theses from Alluvial Capital Management
, our British producer of soaps, detergents, and laundry powders, is thriving.
In February, Alluvial Fund holding Peakstone Realty Trust agreed to be acquired by Brookfield Asset Management for $21 per share.
EACO Corp., a distributor of electrical components and fasteners, has been a quiet powerhouse for Alluvial Fund since we first bought shares several years ago.