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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 | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Andrew Hill Investment Advisors - GE With the Iran war hopefully over, GE Aerospace has caught investors interest. Lower fuel cost... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Andrew Hill Investment Advisors - GEV Fancy data centers don't run without electricity. Hence, we have... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alpha Wealth Funds The Insiders Fund | GE Healthcare $GEHC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Alpha Wealth Funds The Insiders Fund - GEHC GE HealthCare operates as a leading global medical technology, pharmaceutical diagnostics, and digital solutions innovator. The company received... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Movies & EntertainmentEntertainment | Ariel Appreciation Fund - MSGE Shares of Madison Square Garden Entertainment (MSGE) advanced following better-than-expected results, fueled by continued strength in concerts and solid growth in sponsorship and advertising. Earnings exceeded expectations,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | John W. Rogers, Jr.Ariel Fund | Movies & EntertainmentEntertainment | Ariel Fund - MSGE Shares of Madison Square Garden Entertainment (MSGE) advanced following better-than-expected results, fueled by continued strength in concerts and solid growth in sponsorship and advertising. Earnings exceeded expectations,... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Parnassus Core Equity Fund - GEV GE Vernova, another new position, had previously sold off significantly and reached a valuation that we found compelling. Shares of the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dan DavidowitzPolen Capital - Focus Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital Focus Growth - GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dan DavidowitzPolen Capital - Focus Growth | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital Focus Growth - GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the multi-year... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital Global Growth - GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity demand. The demand environment... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital Global Growth - GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Wilhelm Hertzog, Paul WhitburnRozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund | -- | Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund - GEM.L Gemfields is a small holding in the Fund, but it has faced business challenges on a grand scale. Competitive pressure in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Wilhelm Hertzog, Paul WhitburnRozendal Global Fund | -- | Rozendal Global Fund - GEM.L Gemfields is a small holding in the Fund, but it has faced business challenges on a grand scale. Competitive pressure in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Derek IzuelShelton Emerging Markets Fund | Construction & EngineeringConstruction & Engineering | Shelton Emerging Markets Fund - GEKTERNA.AT , a diversified Greek infrastructure and construction conglomerate, was a contributor to active return over the quarter. During the period,... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Hinge Health, Inc. $HNGE• NASDAQ | -- | Long HNGE (Hinge Health, Inc.) Hinge Health's stock advanced following an earnings beat, an upward revision to full-year guidance, and accelerating client bookings. The company also... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (GE Aerospace) Aristotle initiated a position in GE Aerospace, citing its dominant position in high-barrier commercial engine manufacturing and long OEM order backlogs. Following significant corporate... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Small Cap | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long GETI-B.ST (Getinge) Despite Getinge dragging on performance in April, the manager believes the market's negative reaction was unwarranted since Q1 earnings met targets. The fund continues... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Anthony BaillyRothschild & Co LongRun Equity Fund | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Long GE (General Electric Aerospace) GE Aerospace holds a dominant position in the commercial aircraft engines market, supported by massive entry barriers and highly sticky aftermarket revenues. These factors grant... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Andrew OskouiBlue Tower Asset Management | Financial ServicesFinancial Services | Long CGEO.L (Georgia Capital PLC) Gained 178% in 2025 (158% when denominated in GBP). Aggressively repurchased shares... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | Geo Group Inc $GEO• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Long GEO (The GEO Group, Inc.) The GEO Group possesses a highly defensive business model backed by long-term government contracts and recurring demand for facilities and monitoring services. Positive growth catalysts... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | Movies & EntertainmentEntertainment | Long MSGE (Madison Square Garden Entertainment Corp.) MSGE shares declined because of lowered fiscal year 2025 operating income guidance caused by temporary tour cancellations and transitioned marketing costs. The company's exceptional... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Long GETB.L (GetBusy) GetBusy operates essential document exchange systems for accountants, with profitable core operations in the U.K. and growing international business lines. While GAAP earnings... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Fundsmith Equity Fund - GEV GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Mar Vista US Quality Select - GE GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ong | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Mar Vista US Quality - GE GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ong | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christina Siegel MalbonPatient Capital Management | -- | Long PGEN (Precigen) Precigen is an undervalued cell and gene therapy company poised for its first FDA approval later this year. A recent private... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Ariel Investments, LLCAriel Focus Fund | Movies & EntertainmentEntertainment | Ariel Focus Fund - MSGE MSGE leverages its irreplaceable physical venues and strong pricing power to capture resilient demand in live entertainment. Strong financial positioning... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David M. Klaskin | Electrical EquipmentElectrical Equipment | Long WEGE3.SA (WEG S.A.) WEG succeeded by executing a countercyclical acquisition model, acquiring transformer manufacturers when the industry was out of favor. This owner-aligned approach... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John W. Rogers, Jr.Ariel Fund | Adtalem Global Education $ATGE• NASDAQ | -- | Long ATGE (Adtalem Global Education) Adtalem Global Education experienced share appreciation following a robust earnings beat driven by new student enrollment and positive guidance. The company is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Long GETB.L (GetBusy plc) A UK-listed microcap provider of online document exchange systems that continues to double its revenues with minimal share dilution. Although currently barely... | BULL | View Pitch → |
| Aug 18, 2026 | Substack | borlaugSubstack (borlaug) | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | #10: DanahurtRepligen Corporation – RGEN Repligen Corporation is positioned to benefit from numerous company-specific tailwinds in 2025, making it a compelling investment in the bioprocessing space. Despite... | BULL | View Pitch → | |
| Aug 11, 2026 | Fund Letter | Christian RytherCurreen Capital | GetBusy plc $GETB.L• LSE | Application SoftwareSoftware | Curreen Capital – GETB.L GetBusy provides online document exchange systems—primarily for accountants. GetBusy spun out... | BULL | View Pitch → |
| Aug 7, 2026 | Other | Barometer Capital Management | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Barometer Capital Management – GEV GE Vernova (GEV) also contributed. GE Vernova added... | BULL | View Pitch → |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | GEMINI SPACE STA INC $GEMI• NASDAQ | -- | Gemini Space Station, Inc. Gemini Space Station, Inc. (GEMI) is rated as a speculative buy with a 12-month price target of $7-$8. The stock has... | BULL | View Pitch → |
| Aug 6, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | -- | Greif, Inc. Greif, Inc. reported its Q3 2026 results with revenues of $1.17 billion, showing a 3.5% increase and beating estimates by $50 million. The company has... | NEUTRAL | View Pitch → | |
| Aug 3, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Repligen Corporation Repligen Corporation recently announced a strategic acquisition of BioLife Solutions to expand its capabilities in the cell therapy market. The deal, valued... | NEUTRAL | View Pitch → | |
| Jul 31, 2026 | Other | Polen Capital - Global Growth | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Polen Capital – Global Growth – GEV We initiated a new position in GE Vernova, one of the few global companies capable of supplying the power generation equipment needed to meet rising electricity dema... | BULL | View Pitch → |
| Jul 31, 2026 | Other | Polen Capital - Global Growth | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Polen Capital – Global Growth – GE We initiated a new position in GE Aerospace, which we view as one of the highest-quality industrial businesses in the world. Following the separation... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Zach TurnerFidelity Dividend Growth Fund | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Fidelity Dividend Growth Fund 2025 Q4 (GEV) Elsewhere in the industrials sector, GE Vernova was another meaningful overweight at year-end. The company is... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | WestEnd Capital 2025 Q2 (GE) We began accumulating shares of GE Aerospace in April of last year, with our current position established at an average cost of approximately $149 per share. Like Boeing, GE... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | PGIM Jennison Global Opportunities Fund 2025 Q4 (GEV) The massive data center buildout is leading to a surge in demand for alternative and traditional energy generation, which led Jennison to add GE Vernova to the Fund's Industrials sector. Their natural gas... | BULL | View Pitch → | |
| Feb 3, 2026 | Fund Letter | Christopher SmithArtisan Focus Fund | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Artisan Focus Fund 2025 Q4 (GE) Real Example: General Electric General Electric (GE) exemplifies one such example where we generated an outsized outcome by following our process: identifying long-duration structural change, building differentiated analytical depth and concentrating capital aggressively as the fundamentals compounded. We initiated our... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Voya Investments, LLCVoya MI Dynamic Small Cap Fund (formerly Voya Small Company Fund) | Geo Group Inc $GEO• NYSE | Commercial Services & SuppliesCommercial Services & Supplies | Voya MI Dynamic Small Cap Fund 2025 Q4 (GEO) An overweight to the industrial stock GEO Group Inc. (GEO) detract from performance. The company is... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Jeffrey GermainBrandes International Equity Fund | Diageo plc $DGE.L• LSE | BeveragesBeverages | Long DGE.L (Diageo plc) Diageo detracted most from performance after its stock slumped 29.4% over the year. Demand for spirits... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Baron Health Care Fund 2025 Q4 (RGEN) We bought shares of Repligen Corporation, a life science tools supplier to the bioprocessing industry. The company benefits... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Jeffrey GermainBrandes International Equity Fund | Diageo plc $DGE.L• LSE | BeveragesBeverages | Long DGE.L (Diageo plc) Diageo represents one of the clearest examples of brands crystallising into cornered resources. Its leading spirits... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | GE Aerospace $GE• NYSE | Aerospace & DefenseAerospace & Defense | Andrew Hill Investment Advisors 2025 Q4 (GE) GE Aerospace is benefiting from a strong commercial aviation recovery as global air traffic continues to rebound. Demand for narrowbody... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | GE Vernova Inc. $GEV• NYSE | MachineryMachinery | Andrew Hill Investment Advisors 2025 Q4 (GEV) GE Vernova represents a focused pure-play on global electrification and decarbonisation following the separation from General Electric. The company benefits... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | -- | Long AUSTRALIAN SECURITIES EXCHANGE-MNC (Monadelphous Group Ltd) In industrials, we increased our position in MNC Solutions, which provides mission-critical power and automation systems supporting defense-related infrastructure and security applications. While the shares... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Arne AlsinNightview Capital | TSMC $TAIWAN STOCK EXCHANGE-TSM• NASDAQ | -- | Nightview Capital 2025 Q4 (TSM) High-performance computing now represents roughly 60% of TSMC's revenue, up from about 30% in 2018, reflecting AI's transformation of semiconductor demand. Frontier logic tied... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Jeffrey GermainBrandes International Equity Fund | Diageo plc $DGE.L• LSE | BeveragesBeverages | Long DGE.L (Diageo plc) In Diageo's case we were wrong to expect revenues and earnings to be more resilient than they have proven to be. The consumption trends... | 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.