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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 | Faraz Farzam, Aaron GarciaMadison Small Cap Fund | Madison Air Solutions $MAIR• NASDAQ | -- | Madison Small Cap Fund - MAIR Madison Air Solutions is a diversified industrial company focused on HVAC, with roughly two-thirds of its revenue from commercial markets and one-third from residential. The company has... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Louis CamhiRLH Capital | Airo Group Holdings $AIRO• NASDAQ | Aerospace & DefenseAerospace & Defense | Long AIRO (Airo Group Holdings) Invested via structured bridge loan in Q1 2024. Restructured to include... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Kevin Arenson, Akshay Krishnan & Tim BeckStenham Asset Management | Aerospace & DefenseAerospace & Defense | Long AIR.PA (Airbus SE) Airbus experienced a material stock decline following a reduction in 2024 guidance and postponed A320 delivery targets due to supply chain constraints. Stenham views this... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Roderick van ZuylenNight Watch Investment Management | Aerospace & DefenseAerospace & Defense | Long AIR (AAR Corp.) AAR Corp (AIR) was another strong performer which, fortunately, was an oversized (~9%) position for us. AAR provides after-market... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Andrew JakubowskiAdestella Investment Management | Aerospace & DefenseAerospace & Defense | Adestella Investment Management - AIR AAR Corp is positioned to benefit from secular tailwinds in the aerospace aftermarket. Due to aircraft... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | H. George Dai, Joshua D. BennettAlger Weatherbie Specialized Growth Fund | Aerospace & DefenseAerospace & Defense | Alger Weatherbie Specialized Growth Fund 2025 Q4 (AIR) AAR Corp. is a global aerospace and defense aftermarket services provider that supports commercial airlines and government customers through parts distribution and supply-chain solutions, as well as maintenance, repair, and overhaul services—an area we believe is structurally supported by high aircraft utilization and an aging fleet. During the quarter,... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Louis CamhiRLH Capital | Airo Group Holdings $AIRO• NASDAQ | Aerospace & DefenseAerospace & Defense | RLH Capital 2025 Q2 (AIRO) RLH was introduced to Airo Group in early 2024 as the company was pursuing a SPAC transaction. Both the SPAC... | 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.