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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 | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Small Cap Growth Fund | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Carillon Eagle Small Cap Growth Fund - IRTC iRhythm Technologies is a digital healthcare company that develops wearable, AI-driven cardiac monitoring devices. The stock struggled... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brad Erwin, Jeffrey D. Bilsky, Michael RichCarillon Eagle Growth & Income Fund | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long IRTC (iRhythm Technologies) iRhythm Technologies is a digital healthcare company that develops wearable, AI-driven cardiac monitoring devices. The stock struggled... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Jason WhiteArtisan Global Discovery | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Artisan Global Discovery 2025 Q4 (IRTC) In addition to Coherent, notable trims in the quarter included iRhythm. iRhythm develops the... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Artisan Mid Cap Fund 2025 Q4 (IRTC) Along with Coherent, other notable trims during the quarter were iRhythm and MACOM. iRhythm provides the... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Artisan Partners Small Cap Fund 2025 Q2 (IRTC) iRhythm develops and markets the Zio, a wearable patch that monitors irregular heartbeats. Its advanced technology... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Jason WhiteArtisan Global Discovery | iRhythm Technologies $IRTC• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Artisan Global Discovery 2025 Q2 (IRTC) iRhythm develops and markets the Zio, a wearable patch that monitors irregular heartbeats. Its advanced technology... | 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.