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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 | Andrew D.W. HillAndrew Hill Investment Advisors, Inc. | PharmaceuticalsPharmaceuticals | Andrew Hill Investment Advisors - LLY Eli Lilly is experiencing explosive revenue growth driven by global demand for its blockbuster diabetes and obesity treatments. The company is... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | PharmaceuticalsPharmaceuticals | Baron Health Care Fund - LLY Pharmaceutical company Eli Lilly and Company, currently best known for its diabetes and obesity GLP-1 therapies, contributed to performance as commercial execution and pipeline data reinforced investor confidence in the company's long-term leadership. All three major... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | PharmaceuticalsPharmaceuticals | Baron Fifth Avenue Growth Fund - LLY We added to Eli Lilly & Company in the second quarter as we believe it remains a compelling big idea. Eli Lilly is... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Alan BreedEdgewood Management | PharmaceuticalsPharmaceuticals | Long LLY (Eli Lilly & Co.) The company remains a premier growth compounder in the highly underserved global diabetes and obesity therapeutic markets. While the market... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Movies & EntertainmentEntertainment | Long LLYVA (Liberty Live) Liberty Live represents a deep-value opportunity to play global live entertainment via its holding in Live Nation. Operational strength, potential... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Oldfield Partners Overstone Global Large Cap | Ally Financial $ALLY• NASDAQ | Consumer FinanceConsumer Finance | Long ALLY (Ally Financial) Ally Financial was a new purchase during the quarter. Ally has undergone... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | PharmaceuticalsPharmaceuticals | Thornburg Global Opportunities Fund - LLY Eli Lilly is the eleventh largest holding. Global branded pharmaceutical... | BULL | View Pitch → | |
| Jun 30, 2026 | Fund Letter | Catherine D. WoodARK Invest | PharmaceuticalsPharmaceuticals | Long LLY (Eli Lilly and Company) Eli Lilly is a global pharmaceutical leader commanding major commercial franchises in diabetes, metabolic dysfunction, oncology, immunology, and neuroscience. The manager initiated... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Royal London Global Equity Diversified Fund | PharmaceuticalsPharmaceuticals | Royal London Global Equity Diversified Fund 2025 Q4 (LLY) Eli Lilly was a key contributor. The primary driver... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Alan BreedEdgewood Management | PharmaceuticalsPharmaceuticals | Edgewood Management 2025 Q3 (LLY) Global pharmaceutical company with a leading position in diabetes/obesity and a rich pipeline of follow-on medicines addressing several therapeutic categories. Thesis: Lilly is... | BULL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | PharmaceuticalsPharmaceuticals | WestEnd Capital 2025 Q4 (LLY) Eli Lilly stands out as a dominant franchise in the GLP-1 obesity and diabetes market, while actively reducing friction for patients and payers through direct-to-consumer and direct-to-employer pricing strategies that bypass pharmacy benefit manager middlemen. Through LilyDirect, cash-pay... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Randy GwirtzmanBaron Discovery Fund | Movies & EntertainmentEntertainment | Baron Discovery Fund 2025 Q4 (LLYVA) Liberty Live Group (LLYVA) contributed to performance as Live Nation's fundamentals continued to strengthen. Demand for live... | BULL | View Pitch → | |
| Jan 28, 2026 | Fund Letter | Scott LaBreche, Christine CappabiancaImpax US Sustainable Economy Fund | PharmaceuticalsPharmaceuticals | Impax US Sustainable Economy Fund 2025 Q4 (LLY) Eli Lilly is included due to its strategic positioning with respect to sustainability opportunities, specifically in Health Care Access and Innovation. The company announced... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Neal KaufmanBaron Health Care Fund | PharmaceuticalsPharmaceuticals | Baron Health Care Fund 2025 Q4 (LLY) Eli Lilly and Company is a global pharmaceutical company currently best known for its GLP-1 treatments for diabetes and obesity. Shares rose during... | BULL | View Pitch → | |
| Jan 23, 2026 | Fund Letter | Achilleas TaxildarisThe Bristol Gate U.S. Equity Strategy | PharmaceuticalsPharmaceuticals | The Bristol Gate U.S. Equity Strategy 2025 Q4 (LLY) Eli Lilly (LLY) continues to benefit from the strength of its incretin portfolio. During the quarter,... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Andrew Choi & Shivani VohraParnassus Growth Equity Fund | PharmaceuticalsPharmaceuticals | Parnassus Growth Equity Fund 2025 Q4 (LLY) Eli Lilly rebounded sharply during the quarter as concerns around pricing, penetration, and competition for its GLP-1 weight-loss drugs eased. Stronger-than-expected demand data... | BULL | View Pitch → | |
| Jan 20, 2026 | Fund Letter | Nick Schommer, Brian RechtJanus Henderson Forty Fund | PharmaceuticalsPharmaceuticals | Janus Henderson Forty Fund 2025 Q4 (LLY) Relative performance benefited from Eli Lilly, which reported strong third-quarter results driven by accelerating sales of its blockbuster GLP-1 weight loss drugs, Mounjaro and Zepbound. The company also... | BULL | View Pitch → | |
| Jan 16, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | PharmaceuticalsPharmaceuticals | Hardman Johnston Global Equity 2025 Q4 (LLY) Eli Lilly announced a deal with the U.S. administration that includes a three-year exemption from tariffs and the sale of GLP-1 therapies through government channels at discounted prices. Access to these... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | PharmaceuticalsPharmaceuticals | Ithaka US Growth Strategy 2025 Q2 (LLY) Eli Lilly is a global pharmaceutical company that focuses on discovering, developing, and marketing innovative medicines in endocrinology, oncology, immunology, and neuroscience. The company has... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | PharmaceuticalsPharmaceuticals | Hardman Johnston Global Equity 2025 Q2 (LLY) Eli Lilly shares fell during the quarter due to concerns on Zepbound share loss, after Novo Nordisk and CVS Caremark announced Wegovy as the preferred GLP-1 on Caremark's formularies. Despite this, GLP-1... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Brent JacksonRiverPark Large Growth Fund | PharmaceuticalsPharmaceuticals | RiverPark Large Growth 2025 Q2 (LLY) In Q2, Mounjaro sales rose sharply to $3.8 billion and Zepbound reached $2.3 billion in revenue. However, EPS came... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Maya Bittar, Dave GeislerMadison Sustainable Equity Fund | PharmaceuticalsPharmaceuticals | Madison Sustainable Equity Fund 2025 Q2 (LLY) Eli Lilly's stock faced pressure due to uncertainty around potential pricing impacts, GLP-1 revenue expectations, and maintained guidance. Despite this, management... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Evan Bauman, Erica Furfaro, Aram Green, Amanda Leithe, Margaret VitranoClearBridge Investments All Cap Growth | PharmaceuticalsPharmaceuticals | ClearBridge Investments All Cap Growth 2025 Q2 (LLY) In health care, we replaced Eli Lilly, a leading developer of GLP-1 treatments for diabetes and obesity, with its primary competitor Novo Nordisk. Novo's Wegovy drug... | 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.