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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 | Emma Fisher & Matt WilliamsAirlie Australian Share Fund | SteelMetals & Mining | Airlie Australian Share Fund - BSL.AX The top three relative contributors to gross performance during the quarter were Aristocrat (+37%), BlueScope Steel (+24%) and BHP (+18%). As ever with... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mark Landau and Raphael LammL1 Capital Long Short Fund | SteelMetals & Mining | L1 Capital Long Short Fund - BSL.AX BlueScope (Long +24%) shares rallied over the quarter, supported by elevated U.S. steel spreads of ~US$750/t (+27% calendar year-to-date). The resulting earnings... | 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.