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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.
In Q3 2025, The London Company Small Cap strategy increased 1.6% net (1.9% gross), underperforming the Russell 2000 Index's 12.4% return. This relative underperformance...
— The London Company of Virginia, LLC
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