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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 | IndustrialsIndustrials | Wasatch Frontier Emerging Small Countries Strategy - ICT.PS The strongest contributor to strategy performance for the quarter was International Container Terminal Services, Inc. Based in the Philippines, International Container operates shipping terminals throughout the world under long-term concessions granted by port authorities and governments. The company has... | BULL | View Pitch → | ||
| Aug 21, 2026 | Fund Letter | IndustrialsIndustrials | Long ICT.PS (International Container Terminal Services, Inc.) This global port operator is successfully driving organic growth and integrating high-performing acquisitions. Strong volume increases... | 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.