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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 | ||
|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letter | Ken Squire13D Activist Fund | Integer Holdings $ITGR• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | 13D Activist Fund 2025 Q4 (ITGR) This is a U.S. activist campaign by Irenic Capital. Integer is the... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | The Heartland Investment TeamHeartland Value Fund | Integer Holdings $ITGR• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Heartland Value Fund 2025 Q4 (ITGR) An example of a Health Care holding that struggled in the quarter was Integer Holdings Corporation (ITGR), which specializes in the design, development, and production of medical technologies and components. In late October,... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Nathan Fredrick, CFARiverwater Partners Small Cap Strategy | Integer Holdings $ITGR• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Riverwater Partners Small Cap Strategy 2025 Q4 (ITGR) We sold our position in Integer Holdings Corp. during the quarter. ITGR lowered its... | BEAR | 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.