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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 | Yoav ZelikovicZelikovic Investments | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Zelikovic Investments - KKR We also increased our position in the giant American-global asset management company Kohlberg, Kravis, Roberts (KKR & Co.), which currently manages ~$640B (reflecting an annual growth rate of 18% since its IPO in 2010). Concurrently, the company's... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | SVN Capital Fund - KKR KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Long KKR (KKR & Co. Inc.) Over the prior two years, KKR was one of the Fund's strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms. | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Montaka Global Investments 2025 Q4 (KKR) The world's leading alternative asset managers, such as Blackstone and KKR, also declined in 2025 – likely driven by a myriad of negative headlines around private credit. In November, KKR... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | GregAGT Partners | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | AGT Partners 2025 Q3 (KKR) ) seeking exposure to alternative assets. ), creating a... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | GregAGT Partners | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | AGT Partners 2025 Q4 (KKR) KKR was down -13.3% in 2025 after starting the year at elevated valuations (25x PE). Industry concerns around... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | SVN Capital Fund 2025 Q4 (KKR) Over the prior two years, KKR was one of the Fund's strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms. In 2025, the... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | SVN Capital Fund 2025 Q2 (KKR) At KKR ($664 billion in AUM; dry powder of $116 billion), capital raised ($114 billion in the last 12 months) and capital deployed ($101 billion) have remained healthy, while realizations were slightly lower. As the tariff... | BULL | View Pitch → |
| Jan 7, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Baron Fifth Avenue Growth Fund 2025 Q3 (KKR) We increased the size of our position in KKR & Co. Inc., as we took advantage of price volatility towards the end of the quarter. KKR is a... | BULL | View Pitch → |
| Dec 6, 2025 | Fund Letter | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Greenhaven Road Capital 2025 Q2 (KKR) KKR shares were down more than 8% in the first half of the year. Investor pessimism stemmed... | BULL | View Pitch → | |
| Dec 3, 2025 | Fund Letter | Samer HakouraAlphyn Capital Management | KKR & Co. Inc. $KKR• NYSE | Investment Banking & BrokerageCapital Markets | Alphyn Capital Management 2025 Q2 (KKR) KKR's share price fell earlier this year after tariff headlines and worries about a tougher market for private equity realizations, the exits that turn paper gains into cash and carried interest, before rebounding partly in Q2. While those concerns... | 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.