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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 | Timothy F. HarrisBBH Select Series - Mid Cap Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | BBH Select Series Mid Cap Fund - ENTG Entegris returned 53.5% during the quarter, ending with a weight of 6.4%. Entegris is a... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stephen M. Goddard, Samuel D. Hutchings, Gary B. Cloud, Peter G. GreigHennessy Equity and Income Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Hennessy Equity and Income Fund - ENTG The largest contributor year-to-date based on relative performance vs. the benchmark was Entegris, as it benefited from improving fab utilization and accelerating AI-driven semiconducto | BULL | View Pitch → | |
| Aug 6, 2026 | Fund Letter | Stephen M. Goddard, Samuel D. Hutchings, Gary B. Cloud, Peter G. GreigHennessy Equity and Income Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Hennessy Equity and Income Fund – ENTG The largest contributor year-to-date based on relative performance vs. the benchmark was Entegris, as it benefited from improving fab utilization and accelerating AI... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | John FoxFenimore Dividend Focus Strategy | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Fenimore Dividend Focus Strategy 2025 Q2 (ENTG) ENTG reported poor results in the first quarter due to macro uncertainty as well as tariffs on product going to and from China. Management believes the... | 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.