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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.
VG1 returned over +15.3% in the June 2025 quarter, recovering from a minor -0.5% dip in April to post strong gains in May (+9.3%) and June (+6.1%). Broad-based sector contributions...
— Marco Anselmi, Henry Hill
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