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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 | Matthew BerryAoris International Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Aoris International Fund - IHG IHG is a brand owner and franchisor of global hotel chains, including Holiday Inn, InterContinental and Crowne Plaza. Hotel owners pay... | NEUTRAL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Matthew BerryAoris International Fund | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Aoris International Fund 2025 Q4 (IHG LN) IHG Group is a brand owner and franchisor of hotel chains globally. IHG provides hotel... | 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.