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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 Burdett, Christian Hoffmann, Brian McMahonThornburg Equity Income Builder Fund | Telecommunication ServicesTelecommunication Services | Thornburg Equity Income Builder Fund - DTE.DE Multinational telecom network operator, owns majority of T-Mobile (USA). -16.3% in 1H... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Alan BreedEdgewood Management | Interactive Media & ServicesInteractive Media & Services | Edgewood Management - RDDT Undermonetized Average Revenue Per User (ARPU) with levers: quarterly ARPU sits below META, slightly above SNAP and PINS. Near-term lifts from... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ariel Investments, LLCAriel Global Fund | Application SoftwareSoftware | Ariel Global Fund - DT We bought Dynatrace (DT), a leading provider of observability and application performance monitoring software, as we believe the company is well positioned to benefit from the growing complexity of modern IT environments and the increasing adoption of artificial intelligence. Customer feedback and... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Fred MahonChurch House Human Capital | Trading Companies & DistributorsTrading Companies & Distributors | Long INDT.ST (Indutrade AB) A core Swedish holding that experienced a downward valuation shift during the summer rotation out of mid-caps. The manager views... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jeffrey SmithStarboard Value | Application SoftwareSoftware | Long DT (Dynatrace, Inc.) Dynatrace is a premier observability player that is highly durable and structurally positioned to capture accelerating enterprise AI workloads. Despite temporary market-wide... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Ariel Investments, LLCAriel Small Cap Value Strategy | Commercial Services & SuppliesCommercial Services & Supplies | Long ADT (ADT, Inc.) Strong earnings, pricing power, low attrition, and robust free cash flow generation drove the company's shares higher. Supported by a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Deutsche Telekom AG $DTEGY• NASDAQ | Diversified Telecommunication ServicesTelecommunication Services | Thornburg Global Opportunities Fund - DTEGY Deutsche Telekom is the nineteenth largest holding. Multinational communications services,... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Tim LiuMeditation Capital | Application SoftwareSoftware | Meditation Capital - DT We progressively added Workiva, Atlassian, Dynatrace, and Klaviyo. Dynatrace new commitment... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Commercial Services & SuppliesCommercial Services & Supplies | Long ADT (ADT, Inc.) ADT demonstrated high operational resilience by growing cash flow, reducing debt, and maintaining low attrition rates despite a difficult economic climate. The company is... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christopher SmithArtisan Focus Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Short MDT (Medtronic plc) Medtronic is cited as an example of a potential value trap that appears optically cheap at 15X EPS but fails to generate an ROIC above its cost of capital. Over time, its... | BEAR | View Pitch → | |
| Jul 31, 2026 | Other | Polen Capital - International Growth | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Polen Capital – International Growth – MDT We also sold our position in Medtronic. We continue to... | NEUTRAL | View Pitch → | |
| Jul 1, 2026 | Fund Letter | Roy D. Behren, Michael T. Shannon, Steven V. TanVirtus Westchester Credit Event Fund | -- | Long CNDT (Conduent Business Services LLC) Conduent Business Services operates business process outsourcing and digital operations platforms. The manager's bullish... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Commercial Services & SuppliesCommercial Services & Supplies | Ariel Focus Fund 2025 Q4 (ADT) Also during the quarter, we added ADT Inc. (ADT), a leading provider of automated security solutions for consumers and businesses. With a history... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Miller/Howard Investments Inc.Miller Howard Investments Utilities Plus | DTE Energy $DTE• NYSE | Electric UtilitiesElectric Utilities | Hardman Johnston International Equity 2025 Q4 (DTE GR) During the quarter we liquidated two positions in the portfolio, Nexans SA and Deutsche Telekom AG. Deutsche Telekom delivered... | BULL | View Pitch → |
| Jan 9, 2026 | Fund Letter | Dr Ian Mortimer, CFAGuinness Global Innovators | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Guinness Global Innovators 2025 Q4 (MDT) Medtronic (+16.3%, USD) was the portfolio's best-performing company during the month. The leading medical... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Renaissance Investment ManagementRenaissance Investment Management - Large Cap Growth | Application SoftwareSoftware | Renaissance Investment Management - Large Cap Growth 2025 Q2 (DT) During the quarter the portfolio added a new position in Dynatrace, a leading observability company focused on application performance and monitoring. The manager believes... | 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.