Loading investment pitches...
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 | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Oakmark Global Fund - COO Cooper Companies is a U.S.-headquartered medical device company that manufactures contact lenses and women's health products. The contact lens... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Mr. Cooper Group $COOP• NASDAQ | -- | Long COOP (Mr. Cooper Group, Inc) Mr. Cooper was the portfolio's top performer after announcing a merger with Rocket Mortgage at a substantial premium. Because the combined... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Austin HawleyDiamond Hill Large Cap Strategy | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Diamond Hill Large Cap Strategy 2025 Q4 (COO) Medical device manufacturer Cooper Companies is a global leader in contact lenses and women's health and fertility care. We initiated a... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Ania A. AldrichCambiar SMID Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Cambiar SMID Fund 2025 Q4 (COO) One representative purchase in the quarter was The Cooper Companies (COO). Cooper Companies is... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | ArrowMark Colorado Holdings, LLCMeridian Growth Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Meridian Growth Fund 2025 Q2 (COO) The Cooper Companies, Inc. is a medical technology firm with two main divisions: CooperVision, a leader in contact lenses, and CooperSurgical, which focuses on women's health, including reproductive care and fertility. Despite strong quarterly... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Aaron MonroeDiamond Hill Small Cap Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Diamond Hill Small Cap Fund 2025 Q3 (COOP) Shares of mortgage servicing company Mr. Cooper Group rose as its acquisition by Rocket Companies closed as the quarter concluded. Investor sentiment has... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Kovitz Investment Group Partners, LLCKovitz Core Equity | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Kovitz Core Equity 2025 Q3 (COO) Our investment in Cooper Companies builds our exposure to the vision care industry alongside our investment in Alcon. Like Alcon, Cooper... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.