Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2026Fund LettersGreenlight CapitalACHC Acadia Healthcare Medical Care FacilitiesHealth Care Facilities Bull NASDAQBehavioral Healthcare, Distressed, Healthcare Facilities, Management Change, turnaround, Value
Apr 12, 2026Fund LettersHardman Johnston International EquityFTI TechnipFMC plc Oil & Gas Equipment & ServicesEnergy Equipment & Services Bull New York Stock ExchangeCyclical, Energy Services, geopolitical, Offshore, Oil & Gas, Subsea Equipment, United Kingdom
Apr 12, 2026Fund LettersHardman Johnston International EquityCCO Cameco Corporation Advertising AgenciesOil, Gas & Consumable Fuels Bull New York Stock ExchangeCanada, Energy security, geopolitical, growth, nuclear energy, uranium, Westinghouse
Apr 12, 2026Fund LettersHardman Johnston International EquityUCB.BR UCB S.A. BiotechnologyPharmaceuticals Bull Shanghai Stock ExchangeBelgium, Bimzelx, biopharmaceuticals, growth, Hidradenitis suppurativa, Immunology, pipeline
Apr 12, 2026Fund LettersHardman Johnston International Equity- Sandoz Group Ltd. OtherPharmaceuticals Bull Swiss ExchangeBiosimilars, Generic Pharmaceuticals, growth, healthcare, margin expansion, Regulatory, Switzerland
Apr 12, 2026Fund LettersHardman Johnston International EquityTSM Taiwan Semiconductor Manufacturing Co. Ltd. SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI compute, contract manufacturing, Foundry, growth, Pricing power, Taiwan
Apr 12, 2026Fund LettersHardman Johnston International EquityASML ASML Holding NV Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, EUV lithography, growth, Monopoly, Netherlands, semiconductor equipment, technology
Apr 12, 2026Fund LettersLatitude Global FundKR Kroger Grocery StoresFood & Staples Retailing Bull New York Stock ExchangeAlternative Revenue, consumer staples, defensive, Food Retail, gas stations, grocery, Inflation Protection, margin expansion, market share, Private-label, Supermarket, Value
Apr 12, 2026Fund LettersFMI Small Cap EquityIMCD.AS IMCD N.V. Specialty ChemicalsSpecialty Chemicals Bull Euronext Stock ExchangeBeauty, Cyclical Recovery, Distribution, Food, life sciences, M&A, market share gains, pharmaceuticals, specialty chemicals
Apr 12, 2026Fund LettersFMI Small Cap EquityBKNG Booking Holdings Inc. Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI integration, asset-light, Customer service, digital marketing, High returns, network effects, Online Travel, Payments
Apr 12, 2026Fund LettersFMI Small Cap EquityHURN Huron Consulting Group Inc. Consulting ServicesResearch & Consulting Services Bull NASDAQAI, Consulting, Education, healthcare, M&A, margin expansion, recurring revenue, Share Buybacks
Apr 12, 2026Fund LettersFMI Large Cap EquityIMCD.AS IMCD N.V. Specialty ChemicalsSpecialty Chemicals Bull Euronext Stock ExchangeDistribution, life sciences, M&A, market share gains, personal care, pharmaceuticals, specialty chemicals, value-added services
Apr 12, 2026Fund LettersFMI Large Cap EquityBKNG Booking Holdings Inc. Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI, asset-light, digital marketing, Free Cash Flow, Independent Hotels, network effects, Online Travel, Returns on Capital
Apr 12, 2026Fund LettersFMI Large Cap EquityHURN Huron Consulting Group Inc. Consulting ServicesResearch & Consulting Services Bull NASDAQAI, Consulting, healthcare, Higher Education, M&A, margin expansion, recurring revenue, share repurchases
Apr 12, 2026Fund LettersFMI International EquityIMCD.AS IMCD N.V. Specialty ChemicalsSpecialty Chemicals Bull Euronext Stock ExchangeCyclical Recovery, Distribution, life sciences, M&A, multiple expansion, Scale Advantages, specialty chemicals, value-added services
Apr 12, 2026Fund LettersFMI International EquityBKNG Booking Holdings Inc. Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI, asset-light, digital marketing, Free Cash Flow, network effects, Online Travel, Payments, Two-Sided Marketplace
Apr 12, 2026Fund LettersFMI International EquityHURN Huron Consulting Group Inc. Consulting ServicesResearch & Consulting Services Bull NASDAQAI, Consulting, Education, healthcare, M&A, margin expansion, recurring revenue, share repurchases
Apr 12, 2026Fund LettersFMI All Cap EquityIMCD.AS IMCD N.V. Specialty ChemicalsSpecialty Chemicals Bull Euronext Stock ExchangeCyclical, Distribution, growth, life sciences, M&A, pharmaceuticals, specialty chemicals, Value
Apr 12, 2026Fund LettersFMI All Cap EquityBKNG Booking Holdings Inc. Travel ServicesInternet & Direct Marketing Retail Bull NASDAQAI, asset-light, digital marketing, network effects, Online Travel, technology, Travel, Value
Apr 12, 2026Fund LettersFMI All Cap EquityHURN Huron Consulting Group Inc. Consulting ServicesResearch & Consulting Services Bull NASDAQAI, Consulting, Education, growth, healthcare, professional services, recurring revenue, Value

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: