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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Tom Treanor & Charlotte CuthbertsonAVI Worldwide Opportunities Fund | Renewable ElectricityIndependent Power and Renewable Electricity Producers | AVI Worldwide Opportunities Fund - AERI.L On the other side of the ledger, the most significant detractor was perennial underperformer Aquila European Renewables (AERI). AERI owns a... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | L1 Capital International Fund - AER Four other companies (AerCap, Alphabet, Nvidia and Visa – in alphabetic order) each contributed around 0.5% or greater. AerCap, the world's... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | David SteinthalPlatinum International Fund | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Platinum International Fund - AER AerCap contributed around 0.5% or greater. AerCap, the world's... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Baron FinTech Fund - AER , the largest aircraft leasing company in the world. The company owns... | NEUTRAL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Javier Ruiz, CFAHoros Asset Management | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Horos Asset Management 2025 Q4 (AER) The former, sold a few quarters ago, is the world leader in aircraft leasing. During the years... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | The London Company SMID Cap 2025 Q4 (AER) AerCap Holdings (AER) – AER shares performed well this quarter, supported by solid earnings from recovering end markets and the use of insurance proceeds from Russia–Ukraine aircraft losses to fund share buybacks. With leverage at... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | David SteinthalL1 Capital International Fund | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | L1 Capital International Fund 2025 Q4 (AER) AerCap continues to perform strongly, ahead of our base case, benefitting from a structural shortage of aircraft and aircraft engines, ongoing benefits from the highly value accretive acquisition of GE Capital Aviation Services in 2021, insurance recoveries after aircraft losses incurred when Russia invaded Ukraine, and ongoing prudent capital allocation. Following AerCap's more... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Brian CampbellThe London Company SMID Cap | AerCap Holdings N.V. $AER• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | The London Company SMID Cap 2025 Q2 (AER) AerCap Holdings (AER) – AER delivered strong performance this quarter, bolstered by solid Q1 2025 results and a favorable UK court ruling on $1B in insurance claims related to the Russia-Ukraine War. With the largest... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Tom Treanor & Charlotte CuthbertsonAVI Worldwide Opportunities Fund | -- | AVI Worldwide Opportunities Fund 2025 Q3 (AERI) Aquila European Renewables (AERI) was the largest detractor (-37 bps) but management announced they were “approaching final stages” of a partial portfolio sale, which sparked a share price rally in October. The fund used... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.