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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Jonathan T. BloomFMI International Equity | Hayward Holdings $HAYW• NASDAQ | Electrical EquipmentElectrical Equipment | Long HAYW (Hayward Holdings Inc.) FMI views Hayward Holdings as a resilient business because the vast majority of its sales originate from the existing installed pool base for repairs and replacements. The company possesses... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Fiduciary Management, Inc.FMI All Cap Equity | Hayward Holdings $HAYW• NASDAQ | Electrical EquipmentElectrical Equipment | Long HAYW (Hayward Holdings Inc.) Hayward Holdings is a major pool equipment manufacturer that benefits from a highly resilient revenue model, with a large portion of sales driven by repairs and replacements from an installed base. Despite recent cyclical... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jonathan T. BloomFMI Small Cap Equity | Hayward Holdings $HAYW• NASDAQ | Electrical EquipmentElectrical Equipment | Long HAYW (Hayward Holdings Inc.) Hayward Holdings is a leading global supplier of pool equipment, benefiting from a highly resilient business model with eighty percent of sales generated from its existing installed base. The company possesses... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Jonathan T. BloomFMI Small Cap Equity | Hayward Holdings $HAYW• NASDAQ | Electrical EquipmentElectrical Equipment | FMI Small Cap Equity 2025 Q4 (HAYW) Hayward Holdings is a leading global pool equipment manufacturer, primarily serving the residential pool market. North America accounts... | 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.