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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.
Baron Focused Growth Fund gained 13.26% in Q2 2026 versus 24.02% for the Russell 2500 Growth Index, with underperformance driven by AI-related concerns impacting software holdings and underexposure to AI infrastructure beneficiaries. The quarter's standout...
— David Baron, Ron Baron
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Other investors who've written on Gartner, Inc.
Gartner Inc. was completely sold off and exited from the portfolio during the quarter.
Gartner's stock declined due to fears surrounding potential cuts in US federal spending, which accounts for roughly five percent of the firm's total contract value. However, the manager...