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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 | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund - RHI We last wrote about Robert Half (up 23.5%) in our December report, where we mentioned that hindsight suggests our purchasing during price descents in May, August and October were mistakes. This remains the... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Long RHI (Robert Half Inc.) Robert Half has experienced a prolonged earnings trough as macroeconomic uncertainty has delayed the anticipated cyclical rebound in recruitment demand. Although the fund... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund 2025 Q4 (RHI) Robert Half, down another 18.3% (and now 59.1% for the year), has been a major disappointment. The news isn't... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Robert Half $RHI• NYSE | Professional ServicesProfessional Services | Alluvium Global Fund 2025 Q2 (RHI) Robert Half, the recruitment and out placement specialist, was a small position at the start of the quarter. Despite us buying... | 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.