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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 | Brian A. Christiansen, David E. Levanson, Daniel PillingSands Capital Global Growth Fund | On Holding AG $ONON• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Sands Capital Global Growth Fund - ONON During our engagement, we discussed opportunities to strengthen the board's governance structure as the company continues to grow. A key topic... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alex and DanUnison Asset Management | On Holding AG $ONON• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Long ONON (On Holding AG) We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns. | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Alex and DanUnison Asset Management | On Holding AG $ONON• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Unison Asset Management 2025 Q4 (ONON) We initiated our position in On Holding in April 2025 following a broad market selloff tied to supply-chain concerns. Despite near-term consumer... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Tyler Hardt, CFAPelican Bay Capital Management | On Holding AG $ONON• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Pelican Bay Capital Management 2025 Q4 (ONON) We exited our position in On Semiconductor after nearly two years as the downturn in electric vehicle demand persisted far longer than anticipated. Changes to U.S.... | BULL | View Pitch → |
| Feb 3, 2026 | Fund Letter | David Baron, Ron BaronBaron Focused Growth Fund | On Holding AG $ONON• NASDAQ | Textiles, Apparel & Luxury GoodsTextiles, Apparel & Luxury Goods | Baron Focused Growth Fund 2025 Q4 (ONON) Premium footwear and apparel brand On Holding increased 9.8% and added 55 bps to performance in the fourth quarter. The company continues... | 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.