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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 | Jonathan T. BloomFMI International Equity | FTI Consulting $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 $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 $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 $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 | Gary H. MillerSycamore Mid Cap Value Equity | FTI Consulting $FCN• NYSE | Professional ServicesProfessional Services | Sycamore Mid Cap Value Equity Strategy - FCN FTI Consulting, Inc. (FCN), a global business advisory firm specializing in economic consulting, financial restructuring, strategic communications, and litigation support, was another top detractor. Shares traded lower... | NEUTRAL | View Pitch → |
| Sep 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | BanksBanks | Long FCNCA (First Citizens BancShares, Inc.) First Citizens BancShares ($FCNCA) is a large regional bank holding company known for disciplined underwriting, value-accretive distressed acquisitions, and specialized commercial finance operations. Broyhill initiated a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Daniel ShvartsmanMiddle Coast Investing LLC | BanksBanks | Long FCNCA (First Citizens BancShares) First Citizens Bank was acquired due to its highly lucrative acquisition of Silicon Valley Bank, which dramatically altered its earnings power. Despite the stock's... | 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 8, 2026 | Fund Letter | George K. LivadasUpslope Capital Management | FTI Consulting $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 4, 2025 | Fund Letter | Anthony Philipp, Chris WelchDiamond Hill Small-Mid Cap Strategy | FTI Consulting $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 $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 → |
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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.