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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.
In the fourth quarter of 2025, Baron Financials ETF fell 2.22%, underperforming the MSCI USA Financials Index due to low exposure to large banks, but outperforming the FactSet Global FinTech Index. On December 15,...
— Josh Saltman
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Other investors who've written on S&P Global Inc.