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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 | Jake KeysAppalaches Capital, LLC | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Appalaches Capital - CME Now, the disappointing relative showing this quarter can be attributed to waning investor sentiment in some of our largest holdings, namely AutoZone and CME Group. On the other... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Murray StahlHorizon Kinetics | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Horizon Kinetics - CME In mid-June, the CME filed a suit against the CFTC. It was triggered... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alex UmanskyBaron Durable Advantage Fund | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Baron Durable Advantage Fund - CME CME Group, Inc. operates the world's largest and most diversified derivatives marketplace. Shares fell 24.8%... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Baron FinTech Fund - CME CME Group, Inc. operates the world's largest and most diversified derivatives marketplace. Shares fell due... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Long CME (CME Group) CME Group (CME) was the main detractor to Real Asset returns this year. | BULL | View Pitch → |
| Aug 1, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Cooper Investors Global Equities Fund (Unhedged) - CME CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,... | NEUTRAL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Kevin Arenson, Akshay Krishnan & Tim BeckStenham Asset Management | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Stenham Asset Management 2025 Q2 (CME) CME Group is described as the world's “risk bookmaker,” benefiting from powerful network effects and near-monopoly positions in key futures contracts. The exchange's vertically... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Alan PullenMagellan Global Opportunities Fund No. 1 | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Magellan Global Fund 2025 Q3 (CME) CME Group is the world's leading derivatives marketplace and serves as a core defensive holding within the Magellan Global Fund. CME operates a... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | CME Group, Inc. $CME• NYSE | Investment Banking & BrokerageCapital Markets | Cooper Investors Global Equities Fund (Unhedged) 2025 Q3 (CME) CME is the largest global derivatives exchange, a “royalty” on risk management and speculation that charges per-contract fees across diversified asset classes. With ~68% operating... | 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.