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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 | Lawrence Burns / Paulina McPaddenBaillie Gifford -International Concentrated Growth | Life Sciences Tools & ServicesLife Sciences Tools & Services | Baillie Gifford International Concentrated Growth - LONN.SW We added three new holdings to the portfolio during the quarter: SK Hynix, Lonza and CATL. Each business provides... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Abdulaziz A. AlnaimMayar Capital | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long LONN.SW (Lonza Group AG) Lonza Group AG is the premier contract manufacturer for complex biologic drugs, enjoying high customer retention due to deep integration with clients' regulatory filings and supply chains. The business is... | 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.