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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 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long IQV (IQVIA Holdings Inc.) IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Gary H. MillerSycamore Mid Cap Value Equity | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long IQV (IQVIA Holdings, Inc.) The company's shares fell due to conservative guidance and investor anxiety regarding artificial intelligence's impact on clinical trial workflows. The manager believes... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long IQV (IQVIA Holdings) IQVIA contributed meaningfully as fears around biotech funding and clinical activity began to ease. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Broyhill Asset Management 2025 Q4 (IQV) IQVIA contributed meaningfully as fears around biotech funding and clinical activity began to ease. While sentiment toward... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Harris Associates Concentrated Strategy 2025 Q2 (IQV) IQVIA was a contributor during the quarter. The U.S.-headquartered life... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | IQVIA Holdings Inc. $IQV• NYSE | Life Sciences Tools & ServicesLife Sciences Tools & Services | Harris Associates Concentrated Strategy 2025 Q3 (IQV) IQVIA Holdings was a contributor during the quarter. The U.S.-headquartered provider... | 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.