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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 (RDVT – Underdog) merits some discussion, given the violent contraction in the first quarter and the subsequent snapback. To reiterate our...
— David Polansky
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Other investors who've written on Red Violet, Inc.
Red Violet ($RDVT) provides proprietary big-data analytics and identity intelligence solutions through its cloud-based IDI and FOREWARN platforms, accounting for an average 2.59% weighting. The manager is...
Red Violet ($RDVT), which accounts for 4.18% of the fund's portfolio, operates proprietary big-data and identity intelligence platforms (IDI and FOREWARN) that provide real-time background verification, risk mitigation, and identity analytics. The manager holds...
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...
More institutional theses from Immersion Investment Partners
Mama's Creations (MAMA – Doubted Champion) We have written about our investment in Mama's Creations almost ad nauseam.
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025.
Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025. The history surrounding...