Loading investment pitches...
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 | ||
|---|---|---|---|---|---|---|---|
| Nov 1, 2026 | Fund Letter | Michael KassBaron Emerging Markets Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2454.TW (MediaTek Inc.) We increased exposure to our semiconductors/AI theme by initiating a position in MediaTek Inc., the world's largest supplier of consumer and mobile system-on-chips. The company is... | BULL | View Pitch → | |
| Oct 30, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)). | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - International Growth | Electronic Equipment, Instruments & ComponentsElectronic Equipment, Instruments & Components | Long 2308.TW (Delta Electronics) Delta Electronics, the leading provider of power electronics components and thermal solutions, was initiated during the quarter. The company designs... | BULL | View Pitch → | |
| Oct 29, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company) We initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC). The company commands... | BULL | View Pitch → | |
| Oct 27, 2026 | Fund Letter | Ankur ShahAshva Capital Management LLC | Movies & EntertainmentEntertainment | Long TTWO (Take-Two Interactive Software, Inc.) We initiated exposure to Take-Two Interactive (TTWO) by selling puts with strike prices below the prevailing share price. We have not... | BULL | View Pitch → | |
| Oct 14, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Twilio, Inc. $TWLO• NASDAQ | Application SoftwareSoftware | Long TWLO (Twilio Inc) Twilio is a leading communications platform that enables businesses and developers to integrate voice, messaging, email and other capabilities into their applications. Recent results exceeded... | BULL | View Pitch → |
| Oct 14, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long TWST (Twist Bioscience Corp) Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform across drug discovery, diagnostics and other applications. Revenue grew 23%... | BULL | View Pitch → |
| Oct 13, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | InsuranceInsurance | Long WTW (Willis Towers Watson Public Limited Company) Willis Towers Watson (WTW) is a leading insurance broker and HR services firm. It operates in... | BULL | View Pitch → | |
| Oct 8, 2026 | Fund Letter | Jay WinthropDouglass Winthrop | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant... | BULL | View Pitch → | |
| Oct 8, 2026 | Fund Letter | Marcel GozaliStone Sentinel Capital | -- | Long 2516.TW (Chien Kuo Construction Co., Ltd.) Chien Kuo Construction is a new position initiated earlier this year. The company is... | BULL | View Pitch → | |
| Oct 5, 2026 | Fund Letter | Dr. Hendrik LeberACATIS Investment | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long TWST (Twist Bioscience Corporation) I view Twist as a sort of “Microsoft of the gene sector”. A silicon platform... | BULL | View Pitch → |
| Oct 5, 2026 | Fund Letter | Graeme Forster, Bo SangOrbis International Equity | -- | Long 2404.TW (United Integrated Services Co., Ltd.) United Integrated Services (UIS) is a Taiwanese industrial supplier that benefits directly from the boom in semiconductor capital spending yet is priced as if it did not. UIS builds cleanrooms... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Artisan Partners Small Cap Fund - TWST Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Shares rose 116%... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Antipodes Partners LimitedAntipodes Global Fund | SemiconductorsSemiconductors & Semiconductor Equipment | Antipodes Global Fund - 3711.TW Taiwanese based ASE Technology Holding Co. surged over the Quarter as investors increasingly recognised its strategic position in the AI semiconductor supply chain. Robust demand for... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | -- | Harding Loevner International Small Companies Equity - 2436.TW Silergy makes analog power-management chips used in electronics, vehicles, and servers. The company's proprietary... | NEUTRAL | View Pitch → | ||
| Sep 2, 2026 | Fund Letter | Stewart Investors | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Stewart Investors - 2454.TW MediaTek amid optimism around the potential growth in its AI ASIC business. Its partnerships with... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ariel Investments, LLCAriel International Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ariel International Fund - 2454.TW Shares of semiconductor manufacturer MediaTek Inc. also rose as investors grew more confident in its expanding role as a key supplier for Google's rapidly scaling cloud and AI infrastructure. Stronger expectations for... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Ariel Investments, LLCAriel Global Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Ariel Global Fund - 2454.TW Shares of semiconductor manufacturer MediaTek Inc. also rose as investors grew more confident in its expanding role as a key supplier for Google's rapidly scaling cloud and AI infrastructure. Stronger expectations for... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Carlos von HardenbergMobius Capital Partners | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Mobius Capital Partners - 2330.TW King Slide Works' revenue increased by 98% quarter-on-quarter, exceeding consensus estimates. This was driven... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Teeja Boye, CFA and Brian A. Christiansen, CFASands Capital Emerging Markets Growth Fund | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital Emerging Markets Growth Fund - 2454.TW MediaTek is one of the world's largest fabless semiconductor designers and the largest in Asia by market share. It benefited in... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Wolf of Harcourt StreetThe Wolf of Harcourt Street | Movies & EntertainmentEntertainment | The Wolf of Harcourt Street - TTWO After initiating my position in TTWO in May, I doubled it in June. The thesis is... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Derek IzuelShelton Emerging Markets Fund | -- | Shelton Emerging Markets Fund - 2318.TW MediaTek Inc. is a Taiwan-based fabless semiconductor company best known for designing mobile chipsets and, more recently, AI-focused system-on-chip solutions for data-center applications. The Fund's average... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | Tradeweb Markets Inc. $TW• NYSE | Investment Banking & BrokerageCapital Markets | Baron FinTech Fund - TW Tradeweb Markets Inc. operates electronic marketplaces for trading fixed income securities. Shares gave back... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Damian Bird | Communications EquipmentCommunications Equipment | Long 2345.TW (Accton Technology Corporation) Accton, based in Taiwan, is a leading global manufacturer of network switches, other networking equipment, and more recently, a module assembler for AI accelerators. Accton makes critical... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Long TWST (Twist Bioscience) Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and industrial materials. Recent results exceeded... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Jacob Grapengiesser, David NichollsEast Capital | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (Taiwan Semiconductor Manufacturing Company Limited) The largest name in emerging markets and in our GEMS fund is TSMC, which produces all of the advanced AI chips for Nvidia. TSMC is now... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | -- | Long 5274.TW (ASPEED Technology, Inc.) ASPEED Technology, Inc. was the top contributor to strategy performance during the quarter. The Taiwan-based company... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brent JacksonKathmandu Capital | -- | Long 3167.TW (Ta Liang Technology Co., Ltd.) 3167.TT is the dominant pure play with 50%+ market share on CCD drilling equipment for advanced PCBs, a market we believe is entering a supercycle analogous to the testing equipment boom of 2025. Following on-the-ground research... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stewart Investors | SemiconductorsSemiconductors & Semiconductor Equipment | Long 2379.TW (Realtek) Realtek is an integrated circuits (IC) design company based in Taiwan which focuses on connectivity solutions such as WiFi, Ethernet and Bluetooth. While wireless technology... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Cooper Investors Pty LimitedCooper Investors Global Equities Fund (Unhedged) | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long 2330.TW (TSMC) The standout contributors to performance for both the quarter and the year were our investments in semiconductor companies selling directly into the AI build-out – Taiwan Semiconductor Manufacturing Co (2330) (the leading semiconductor foundry, which we have owned since 2020) and SK Square (402340) (a holding company whose main asset is memory maker SK Hynix). BSD Analysis: Cooper... | BULL | View Pitch → | |
| Jul 31, 2026 | Fund Letter | Carlos von HardenbergMobius Capital Partners | King Slide Works $2599.TW• TWSE | -- | Mobius Capital Partners – 2599.TW This Taiwanese company is the global leader in server rail systems, a critical component of AI servers. AI racks are... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Royal London Global Equity Diversified Fund | Illinois Tool Works $ITW• NYSE | MachineryMachinery | Royal London Global Equity Diversified Fund 2025 Q4 (ITW) We initiated a position in Illinois Tool Work, a global manufacturer of industrial products and components serving a highly diverse set of end markets. Its decentralised structure... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Movies & EntertainmentEntertainment | TimesSquare Capital Management U.S. Mid Cap Growth Strategy 2025 Q4 (TTWO) Take-Two Interactive Software Inc. delivered solid fiscal second-quarter results, with 20% year-over-year growth in recurring consumer spending. Net bookings projections... | BULL | View Pitch → | |
| Dec 6, 2025 | Fund Letter | First Eagle Investment Management, LLCFirst Eagle Global Fund | InsuranceInsurance | First Eagle Global Fund 2025 Q2 (WTW) London-based Willis Towers Watson is one of the largest global insurance brokerage and consulting companies. The company continues... | BULL | View Pitch → | |
| Dec 4, 2025 | Fund Letter | Derek JohnstonConestoga Micro Cap Composite | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Conestoga Micro Cap Composite 2025 Q2 (TWST) TWST is a rapidly growing synthetic biology company that has developed a disruptive DNA synthesis platform that manufactures synthetic DNA by “writing” it on a silicon chip. TWST leverages their... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Brian Angerame, Jeffrey Bailin, Aram Green, Matthew LillingClearBridge Mid Cap Growth Strategy | Tradeweb Markets Inc. $TW• NYSE | Investment Banking & BrokerageCapital Markets | ClearBridge Investments Mid Cap Growth Strategy 2025 Q2 (TW) Stock selection in the financials sector also weighed on performance, largely stemming from declines from marketplace operator Tradeweb Markets. Tradeweb, one of... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Chuck LiebermanAdvisors Capital | TSMC $TAIWAN STOCK EXCHANGE-TW• NASDAQ | -- | Advisors Capital 2025 Q3 (TW) TSMC and other Asia-based semiconductor leaders were cited as major drivers of international market gains. The fund notes... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Jay WarnerArtisan Partners Small Cap Fund | Twist Bioscience Corp. $TWST• NASDAQ | Life Sciences Tools & ServicesLife Sciences Tools & Services | Artisan Partners Small Cap Fund 2025 Q3 (TWST) Twist Bioscience is a life sciences company leveraging a proprietary silicon-based DNA writing platform with synthetic biology applications in drug discovery, diagnostics, agriculture and industrial materials. The company recently... | BULL | View Pitch → |
| Mar 5, 2025 | Substack | Optrack.io | Industrial ConglomeratesIndustrial Conglomerates | Long Matthews International (MATW) Matthews International (MATW) is a long investment opportunity. The company is... | BULL | View Pitch → |
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime
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.