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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 | ||
|---|---|---|---|---|---|---|---|
| Oct 15, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Construction & EngineeringConstruction & Engineering | Short ECG (Everus Construction Group, Inc.) Everus is the clearest example of the quarter's disconnect. The company beat... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mick RasmussenWasatch Long Short Alpha Fund | Construction & EngineeringConstruction & Engineering | Wasatch Long Short Alpha Fund - ECG Everus Construction Group, Inc. (ECG) was another large contributor. The company provides... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ryan SnowWasatch Small Cap Growth Strategy | Construction & EngineeringConstruction & Engineering | Wasatch Small Cap Growth Strategy - ECG Everus Construction Group, Inc. (ECG) was another large contributor. The company provides... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Portfolio Manager1290 Essex Small Cap Growth Fund | Construction & EngineeringConstruction & Engineering | Long ECG (Everus Construction Group, Inc.) Everus Construction Group, Inc. (ECG) was another large contributor. The company provides... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mick RasmussenWasatch Long Short Alpha Fund | Construction & EngineeringConstruction & Engineering | Long ECG (Everus Construction Group, Inc.) Everus Construction Group, Inc. (ECG) was another large contributor. The company provides... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing | Construction & EngineeringConstruction & Engineering | Long ECG (Everus Construction Group, Inc.) Everus Construction Group (ECG) – I mentioned this briefly last quarter. We had a... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Adam J. Peck, CFARiverwater Sustainable Value Strategy | Construction & EngineeringConstruction & Engineering | Riverwater Sustainable Value Strategy 2025 Q2 (ECG) Everus Construction Group (ECG) was our top performer, contributing over 150 basis points, and we added to the position in early April as markets were selling off sharply. The stock had... | 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.