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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 | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Large Cap | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings Inc.) Medpace Holdings is a global clinical contract research organization (CRO) providing outsourced drug development services. Medpace provides a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | John Brown, Drew JustmanMadison Dividend Income Fund | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace) Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears. Our work suggests... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Medpace Holdings, Inc. (MEDP), a provider of clinical research-based drug and medical device development services, was a top contributor during the third quarter. Medpace reported its... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners - Focus Plus | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Medpace Holdings is a full service, clinical contract research organization. It provides outsourced... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jordan McNameeOptimist Fund | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Position initiated in April. Reported one of... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Medpace Holdings is a full service, clinical contract research organization. It provides outsourced... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | LVS Advisory LLCLVS Advisory - Growth | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace) In the Q3 2024 letter, I highlighted our investment in Medpace (Nasdaq:MEDP) another CRO that directly competes with Icon. I became interested... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - All Cap | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Medpace Holdings is a full service, clinical contract research organization. It provides outsourced... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | LVS Advisory LLCLVS Advisory - Event Driven | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace) In the Q3 2024 letter, I highlighted our investment in Medpace (Nasdaq:MEDP) another CRO that directly competes with Icon... Medpace is focused... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners - Focus Plus | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings Inc.) Medpace Holdings is a global clinical contract research organization (CRO) providing outsourced drug development services. Medpace provides a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Vulcan Value Partners, LLCVulcan Value Partners - Focus | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings, Inc.) Medpace Holdings is a full service, clinical contract research organization. It provides outsourced... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - Small Cap | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long MEDP (Medpace Holdings Inc.) Medpace Holdings is a global clinical contract research organization (CRO) providing outsourced drug development services. Medpace provides a... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Canopy Investors 2025 Q4 (MEDP) Medpace was the Fund's largest contributor in H1 FY26, having been among its largest detractors over the prior 12 months. Medpace is a... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Canopy Investors 2025 Q3 (MEDP) Medpace increased by 8%. Medpace is a... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Haruki Toyama, Andy Romanowich, Rich EisingerMadison Mid Cap Fund | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Madison Mid Cap Fund 2025 Q3 (MEDP) Medpace posted accelerating revenue and bookings growth in 2Q 2025, defying industry expectations of a slowdown in contract research activity. Management expressed confidence... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jordan McNameeOptimist Fund | Medpace Holdings, Inc. $MEDP• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Optimist Fund 2025 Q3 (MEDP) Medpace is one of the leading contract research organizations (CROs) focused on small and mid-sized biotech companies. Founded in the... | 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.