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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 the Mid Year 2025 Letter, manager Tim Gallagher reports an impressive +31.6% return YTD (through June 30, 2025) and +20.6% annualized since inception in Jan 2022, outperforming key indices. The portfolio is...
— Tim Gallagher
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