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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 | C.T. FitzpatrickVulcan Value Partners - All Cap | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Vulcan Value Partners All Cap - ELV UnitedHealth and Elevance are the two largest private health insurers in the country, serving a combined 94 million members. We have owned... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Large Cap | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Vulcan Value Partners Large Cap - ELV We have owned Elevance for several years. Like UnitedHealth Group,... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Baron Health Care Fund - ELV We re-established positions in two previously owned managed care companies, UnitedHealth Group Incorporated and Elevance Health, Inc. Both companies manage diversified portfolios, providing insurance and health care services to Commercial, Exchange, Medicaid and Medicare Advantage members. We believe that... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Hotchkis & Wiley Large Cap Fundamental Value | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Hotchkis & Wiley Large Cap Fundamental Value - ELV Elevance Health Inc. (ELV) is the second largest health insurer, and one of the largest commercial insurers in the United States. Shares rose during... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Michael P. McCloskeyGreensKeeper Value Fund | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | GreensKeeper Value Fund - ELV Elevance Health (ELV) was another strong contributor during the quarter, gaining 32.1%. Profitability has begun... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Harry Burn, III; John P. DeGulis; T. Gibbs Kane, Jr.The Sound Shore Fund | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | The Sound Shore Fund - ELV Away from tech, health benefits leader Elevance Health was a strong contributor. Elevance offers network-based... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | VVP Q2 Letter 06.30.26 | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Long ELV (Elevance Health Inc.) Elevance Health has navigated transient margin pressures within its government-sponsored insurance plans following the pandemic. The manager expects... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Arman Gökgöl-Kline, John Harris, Trevor MagyarSequoia Fund | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Sequoia Fund 2025 Q4 (ELV) Our investments in Elevance Health, Inc. (“Elevance”) are instructive in this regard. We bought our... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Tim LiuMeditation Capital | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Meditation Capital 2025 Q4 (ELV) Over the summer, as health insurance stocks cratered amidst guide-downs from UnitedHealth, Centene, and others, we bought a large position in Elevance Health, a diversified health insurer known for its portfolio of Anthem Blue Cross Blue Shield plans. Elevance operates in... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Derek JohnstonConestoga Micro Cap Composite | -- | Long TORONTO STOCK EXCHANGE-ELVA (Electrovaya, Inc.) Electrovaya, Inc. (ELVA) traded higher as order activity strengthened and progress toward commercial scale improved revenue visibility. Advancements in customer... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | First Eagle Global Fund 2025 Q3 (ELV) Shares of Elevance Health, the health insurer and healthcare-services provider formerly known as Anthem, traded lower on concerns about reductions in Medicaid coverage and increased utilization of services. The company reported... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Tyler Hardt, CFAPelican Bay Capital Management | Elevance Health Inc. $ELV• NYSE | Health Care Providers & ServicesHealth Care Providers & Services | Pelican Bay Capital Management 2025 Q3 (ELV) Elevance Health shares rose as investors reassessed the sector's outlook following UnitedHealth's regulatory issues. The company's disciplined... | 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.