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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 | William C. NygrenOakmark Select Fund | Centene Corp $CNC• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Oakmark Select Fund - CNC Centene was the top contributor during the quarter. Shares of the... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Centene Corp $CNC• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Harris Associates Concentrated Strategy - CNC Centene was a contributor during the quarter. Shares of the... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | George DavisHotchkis & Wiley Mid-Cap Value Fund | Centene Corp $CNC• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Hotchkis & Wiley Mid-Cap Value Fund - CNC Centene Corp. (CNC) is a managed care organization focused on the Medicaid market, with approximately 28 million at-risk enrollees and the largest Medicaid market share among publicly traded peers. We own it... | BULL | View Pitch → |
| Sep 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | BanksBanks | Long FCNCA (First Citizens BancShares, Inc.) First Citizens BancShares ($FCNCA) is a large regional bank holding company known for disciplined underwriting, value-accretive distressed acquisitions, and specialized commercial finance operations. Broyhill initiated a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | BanksBanks | Long FCNCA (First Citizens BancShares) First Citizens Bank was acquired due to its highly lucrative acquisition of Silicon Valley Bank, which dramatically altered its earnings power. Despite the stock's... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | BanksBanks | Harris Associates Concentrated Strategy 2025 Q4 (FCNCA) First Citizens Bancshares was a contributor during the quarter. The U.S.-headquartered diversified... | 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.