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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 30, 2026 | Fund Letter | Richard PennyTM Oberon UK Smaller Companies Fund | -- | Long CRST.L (Crest Nicholson Holdings plc) Several new positions were initiated during the quarter. We built a... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Wesley A. Johnston, Thomas H. Trentman, Benjamin H. BetcherSands Capital Select Growth Fund | MachineryMachinery | Sands Capital Select Growth Fund - CRS Carpenter Technology is a leading supplier of specialty nickel alloys for the aerospace industry. Fiscal third-quarter results... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jon ProudfootCapital International | MachineryMachinery | Long CRS (Carpenter Technology) Carpenter Technology is a leading supplier of specialty nickel alloys for the aerospace industry. Shares rose amid... | BULL | View Pitch → | |
| Aug 8, 2026 | Fund Letter | Shilpa MehraFidelity Growth Strategies Fund | MachineryMachinery | Fidelity Growth Strategies Fund – CRS Looking at individual equities, our larger-than-benchmark investments in several capital goods firms within industrials – including Sterling Infrastructure (+100%), Carpenter Technology (+57%) and ATI (+36%) – were among our top relative contributors. Carpenter Technology and... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | MachineryMachinery | Carillon Eagle Mid Cap Growth Fund 2025 Q4 (CRS) Carpenter Technology produces specialty metals and alloys for a diversified set of industries, notably aerospace and defense. The stock performed... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Jason GilbertRGA Investment Advisors LLC | CRISPR Therapeutics $CRSP• NASDAQ | BiotechnologyBiotechnology | RGA Investment Advisors 2025 Q2 (CRSP) After commercial approval of Casgevy, CRSP shares traded over $90. At their worst... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Brent JacksonOrbis Global Equity Fund | CRISPR Therapeutics $CRSP• NASDAQ | BiotechnologyBiotechnology | Orbis Global Equity 2025 Q3 (CRSP) Five years ago CRISPR was a popular stock among growth-oriented investors, known for pioneering CRISPR gene-editing technology. However, the biotech... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Waystone Management Company (IE) LimitedContrarius Global Equity Fund | CRISPR Therapeutics $CRSP• NASDAQ | BiotechnologyBiotechnology | Contrarius Global Equity Fund 2025 Q3 (CRSP) In December 2023, after nearly 6 years of human clinical trials, the FDA approved the first CRISPR-Cas9 gene editing therapy. This therapy is... | 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.