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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 Tectonic Opportunities Fund delivered a net return of 25.3% in Q2 2026, driven primarily by a substantial uplift in the valuation of Firmus, which raised additional capital at a pre-money valuation of approximately USD 8.5 billion and is progressing toward an IPO in early October. The Fund's listed...
— Tectonic Investors
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