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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 | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Air Freight & LogisticsAir Freight & Logistics | Artisan Mid Cap Fund - CHRW H. Robinson Worldwide is... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | Air Freight & LogisticsAir Freight & Logistics | Artisan Global Discovery - CHRW H. Robinson Worldwide is... | NEUTRAL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Air Freight & LogisticsAir Freight & Logistics | First Eagle Global Fund 2025 Q4 (CHRW) H. Robinson is the... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Air Freight & LogisticsAir Freight & Logistics | First Eagle Global Fund 2025 Q3 (CHRW) H. Robinson is the... | 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.