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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 30, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | Short FCX (Freeport-McMoRan Inc.) We reduced the Fund's positioning across the copper sector during the quarter, exiting Grupo Mexico and materially reducing our positions in Freeport McMoRan and Teck Resources. COMEX copper hit... | BEAR | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - International Growth | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was a top detractor during the quarter. While loan growth,... | BULL | View Pitch → | |
| Oct 14, 2026 | Fund Letter | Steve ScruggsFPA Queens Road Small Cap Value Fund | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | Long FCN (FTI Consulting, Inc.) FTI Consulting (FCN) is a very high value add consultant. Most of the... | BULL | View Pitch → |
| Oct 5, 2026 | Fund Letter | David DirankoDiranko Capital | Lifecore Biomedical, Inc. $LFCR• NASDAQ | PharmaceuticalsPharmaceuticals | Short LFCR (Lifecore Biomedical, Inc.) LFCR is a US-based contract development and manufacturing organization (CDMO). What is quite... | BEAR | View Pitch → |
| Sep 30, 2026 | Fund Letter | LindsayArisaig Partners | -- | Long JFC.PS (Jollibee Foods Corporation) Henry Root had his activist pen at the ready: our conversation with Jollibee left us more encouraged about its international business than expected. Historically, a curate's... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ross GlotzbachLongleaf Partners Global Fund | Jollibee Foods Corporation $JBFCF• NASDAQ | -- | Longleaf Partners Global Fund - JBFCF Global quick-service restaurant chain Jollibee was among the top detractors in the quarter. The weakness in... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Andrew J. FlemingHeartland Value Plus Fund | FirstCash Holdings, Inc. $FCFS• NASDAQ | Consumer FinanceConsumer Finance | Heartland Value Plus Fund - FCFS FirstCash (FCFS), which couldn't be further away from the AI trade. FirstCash is the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jonathan T. BloomFMI International Equity | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | FMI International Equity - FCN FTI Consulting is a leading global consulting firm specializing in crisis management and business transformation, with more than 8,100 employees across 32 countries and territories. The company operates... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Portfolio Management CommitteeFMI Large Cap Equity | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | FMI Large Cap Equity - FCN FTI Consulting is a leading global consulting firm specializing in crisis management and business transformation, with more than 8,100 employees across 32 countries and territories. The company operates... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Fiduciary Management, Inc.FMI All Cap Equity | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | FMI All Cap Equity - FCN FTI Consulting is a leading global consulting firm specializing in crisis management and business transformation, with more than 8,100 employees across 32 countries and territories. The company operates... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Jonathan T. BloomFMI Small Cap Equity | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | FMI Small Cap Equity - FCN FTI Consulting is a leading global consulting firm specializing in crisis management and business transformation, with more than 8,100 employees across 32 countries and territories. The company operates... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | PM Capital Global Companies Fund - FCX Copper holdings Freeport McMoRan, Teck Resources and Grupo Mexico each reached new all-time highs during the quarter, buoyed by the ongoing strength in the copper price. We actively reduced... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Gary H. MillerSycamore Mid Cap Value Equity | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | Sycamore Mid Cap Value Equity Strategy - FCN FTI Consulting, Inc. (FCN), a global business advisory firm specializing in economic consulting, financial restructuring, strategic communications, and litigation support, was another top detractor. Shares traded lower... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Lifecore Biomedical, Inc. $LFCR• NASDAQ | PharmaceuticalsPharmaceuticals | Greenhaven Road Capital - LFCR Another top-five holding is Lifecore (LFCR). The entire thesis... | BULL | View Pitch → | |
| Sep 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | BanksBanks | Long FCNCA (First Citizens BancShares, Inc.) On the buy side, we initiated First Citizens BancShares and added ServiceNow, Intuit, and HubSpot in May. First Citizens BancShares,... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Fred MahonChurch House Human Capital | Lifco $LIFCO-B.ST• ST | Industrial ConglomeratesIndustrial Conglomerates | Long LIFCO-B.ST (Lifco AB) Lastly, we have seen a derating of some of our core holdings. This has not... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | V.F. Corporation $VFC• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Long VFC (VF Corp) VF Corp manages apparel brands, including Dickies, The North Face, Timberland, and Vans. Under its prior... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Glenn Fortin and Rui CardosoBrown Advisory | BanksBanks | Long WFC (Wells Fargo) Wells Fargo is the fourth-largest bank by assets in the U.S. with the second-largest branch network. Virtually all assets... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Austin HawleyDiamond Hill Large Cap Strategy | BanksBanks | Long TFC (Truist Financial Corporation) Another one of our bank holdings, Truist Financial, was also under pressure during this time. Truist, while not... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing | BanksBanks | Long FCNCA (First Citizens BancShares) First Citizens Bank (FCNCA) is our newest purchase, and a 1% position so far. It is the... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Metals & MiningMetals & Mining | Thornburg Global Opportunities Fund - FCX Freeport-McMoran Inc. is the fourteenth largest holding. Global mining company... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Clement ChiangQV Investors | InsuranceInsurance | Long IFC.TO (Intact Financial) Proceeds were reinvested in areas that offer better value, such as the shares of Intact Financial. The team has... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Derek Izuel, CFAShelton International Select Equity Fund | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was the largest detractor. The stock declined... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Matthew Fine, CFA and Jason Wolf, CFAThird Avenue Small Cap Value Fund | OceanFirst Financial $OCFC• NASDAQ | Regional BanksBanks | Long OCFC (OceanFirst Financial) OceanFirst Financial (OceanFirst) is a regional bank headquartered in New Jersey. Founded in 1902,... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | V.F. Corporation $VFC• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Long VFC (V.F. Corporation) As another example, I would have expected both VF Corp and Advance Auto to have performed well last year, as the company's situations are similar, and both made good progress on their turnarounds. But VF Corp... | BULL | View Pitch → |
| Aug 11, 2026 | Fund Letter | Christian RytherCurreen Capital | V.F. Corporation $VFC• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Curreen Capital – VFC VF Corp manages apparel brands, including The North Face, Timberland, and Vans. The company has... | BULL | View Pitch → |
| Aug 7, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Life & Health InsuranceInsurance | Manulife Financial Corporation Manulife Financial Corporation has demonstrated strong performance, particularly in Q2 2026, with a 53% increase in stock price over the past year. The company's growth... | NEUTRAL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Paul MoorePM Capital Global Companies Fund | Metals & MiningMetals & Mining | PM Capital Global Companies Fund 2025 Q4 (FCX) Freeport McMoRan was able to recover the share price drawdown seen in September following a major mudflow event at their Grasberg mine, which resulted in a full suspension of production and a material cut to guidance. In mid-November, the... | BULL | View Pitch → | |
| Jan 31, 2026 | Fund Letter | Christian RytherCurreen Capital | V.F. Corporation $VFC• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Curreen Capital 2025 Q4 (VFC) VF Corp manages apparel brands, including The North Face, Timberland, and Vans. The company has... | BULL | View Pitch → |
| Jan 30, 2026 | Fund Letter | Chris Davis and Pierce CrosbieDavis Advisors | BanksBanks | Davis Financial Fund 2025 Q4 (WFC) Wells Fargo is the largest “traditional” bank in our portfolio. The company passed... | BULL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | Zack BuckleyBuckley Capital | Commercial Services & SuppliesCommercial Services & Supplies | Buckley Capital 2025 Q4 (WLFC) We believe there is as much as 120% upside in the shares of Willis Lease Finance Corporation over the next 12–24 months, as headwinds that pressured GAAP EPS in 2025 reverse into meaningful tailwinds in 2026. WLFC is a... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | BanksBanks | Harris Associates Concentrated Strategy 2025 Q4 (FCNCA) First Citizens Bancshares was a contributor during the quarter. The U.S.-headquartered diversified... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Matthew SweeneyLaughing Water Capital | Lifecore Biomedical, Inc. $LFCR• NASDAQ | PharmaceuticalsPharmaceuticals | Laughing Water Capital 2025 Q4 (LFCR) Take for example our investment in Lifecore Biomedical, our CDMO that puts injectable drugs into syringes and vials. I have written... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Matthew SweeneyLaughing Water Capital | Lifecore Biomedical, Inc. $LFCR• NASDAQ | PharmaceuticalsPharmaceuticals | Laughing Water Capital 2025 Q2 (LFCR) Lifecore Biomedical Inc. (LFCR) – Lifecore, our fill-finish CDMO, continues to work toward their dual goals of increasing capacity utilization and expanding margins. ” This belief... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | George K. LivadasUpslope Capital Management | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | Upslope Capital Management 2025 Q2 (FCN) Upslope has owned FTI Consulting (leader in restructuring and dispute advisory) and Evercore (top independent M&A advisor) in the past. The Fund recently... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | Lifecore Biomedical, Inc. $LFCR• NASDAQ | PharmaceuticalsPharmaceuticals | Greenhaven Road Capital 2025 Q2 (LFCR) LifeCore is a contract drug manufacturer which has recently added significant manufacturing capacity. They are operating... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Anthony Philipp, Chris WelchDiamond Hill Small-Mid Cap Strategy | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | Diamond Hill Small-Mid Cap Strategy 2025 Q2 (FCN) FTI Consulting provides business advisory services to manage change, mitigate risk and resolve disputes. It has a... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Anthony PhilippDiamond Hill Mid Cap | FTI Consulting, Inc. $FCN• NYSE | Professional ServicesProfessional Services | Diamond Hill Mid Cap 2025 Q2 (FCN) FTI Consulting provides business advisory services to manage change, mitigate risk and resolve disputes. It has a... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Christian RytherCurreen Capital | V.F. Corporation $VFC• NYSE | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Curreen Capital 2025 Q2 (VFC) VF Corp manages apparel brands, including Dickies, The North Face, Timberland, and Vans. The company has... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Franklin Covey Co. $FC• NYSE | Diversified Consumer ServicesDiversified Consumer Services | Askeladden Capital Partners 2025 Q2 (FC) Automating the tedious parts. For companies we... | 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.