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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.
The Riverwater Micro Opportunities Strategy underperformed the Russell Microcap Index in Q2 2026 as the benchmark advanced sharply in one of the most speculative risk-on quarters microcap has seen in years. The quarter was...
— Nathan Fredrick, CFA
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Other investors who've written on Red Violet, Inc.
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
Red Violet, Inc. (RDVT) was a main detractor from Fund performance compared to the benchmark, falling victim to the quarter's AI-driven selloff in software stocks despite reporting exceptional results