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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.
The Baron Financials ETF rose 1.82% in Q2 2026, underperforming the MSCI USA Financials Index which gained 8.93%, as narrow market leadership concentrated in AI infrastructure stocks overshadowed most sectors. The Fund's underweight...
— Josh Saltman
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Other investors who've written on CME Group, Inc.
CME Group (CME) was the main detractor to Real Asset returns this year.
CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,...