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Unconventional Value's investment thesis on Pagaya Technologies Ltd. ($PGY) — Q2 2026 | Buyside Digest

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$PGYNYSEPagaya Technologies Ltd.

BULL

Unconventional Value—PGY

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$21.46USD

-6.6% vs last month

$19.27Pitched

+11.4% since pitch

Market Cap$1.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Tim Gallagher's Unconventional Value portfolio returned 44.2% in H1 2026, extending a multi-year run of exceptional performance with 320% cumulative returns since inception. The portfolio underwent...

— Tim Gallagher

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