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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.
Tactile Fund completed its first year of operation with a net return of 20.5% (4.5% in Q4 2025), outperforming its benchmark, the MSCI World Sm+MicroCap NR, which returned 19.2%. The manager emphasizes...
— Dave Waters
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Other investors who've written on Huntington Ingalls Industries
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