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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 VELA International Fund returned 3.16% net in Q2 2026, underperforming the MSCI World Ex-US Index's 10.22% return by approximately 700 basis points, with 80% of the shortfall attributable to the Technology sector. Semiconductor and AI-related...
— Bob Sharpe
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