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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 Wasatch Micro Cap Fund delivered a 27.41% return in Q2 2026, slightly below the Russell Microcap Growth Index's 28.98% gain. Major stock indices...
— Ken Korngiebel, Thomas Bradley, Natalie Pesqué
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Other investors who've written on Red Violet, Inc.
The manager views Red Violet's cloud-native identity intelligence and fraud prevention platform as highly secure and difficult for competitors to replicate. They took advantage...
Red Violet (RDVT), a provider of data analytics and identity intelligence solutions used across government, law enforcement, and enterprise markets, underperformed in the first quarter of 2026 primari
Red Violet, Inc. (RDVT) was a main detractor from Fund performance compared to the benchmark, falling victim to the quarter's AI-driven selloff in software stocks despite reporting exceptional results