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.
Baron Generational Growth Fund declined 2.51% in Q2 2026, trailing the Russell 2000 Growth Index which gained 25.71%, as portfolio-level earnings grew at mid-teens rates but were offset by severe valuation compression. Investors rotated from...
— Neal Rosenberg
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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...