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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.
Red Violet was our top contributor in the third quarter, with shares gaining roughly 24% after the company reported a record second quarter in August. Revenue grew 23%...
— Nathan Fredrick, CFA
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Other investors who've written on Red Violet, Inc.
Red Violet ($RDVT) provides proprietary big-data analytics and identity intelligence solutions through its cloud-based IDI and FOREWARN platforms, accounting for an average 2.59% weighting. The manager is...
The manager views Red Violet's cloud-native identity intelligence and fraud prevention platform as highly secure and difficult for competitors to replicate. They took advantage...
Red Violet (RDVT), a provider of data analytics and identity intelligence solutions used across government, law enforcement, and enterprise markets, underperformed in the first quarter of 2026 primari
More institutional theses from Riverwater Micro Opportunities Strategy
908 Devices ($MASS), which carries a 1.46% portfolio weight, manufactures point-of-need chemical analysis instruments utilizing handheld mass spectrometry, infrared, and Raman spectroscopy for first responders, hazmat teams, and defense agencies. The manager holds...
American Vanguard ($AVD) develops, formulates, and markets specialty chemical and biological crop protection products for commercial agriculture and turf management. The manager liquidated...
Uranium Royalty ($UROY), representing 2.72% of strategy assets, is a pure-play natural resource royalty company focused on the global nuclear fuel cycle. The manager maintains...