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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 Q4 2025, the Baron Health Care Fund (Institutional Shares) returned 13.10%, outperforming the Russell 3000 Health Care Index's 11.92%. Strong stock selection...
— Neal Kaufman
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Other investors who've written on Eli Lilly and Company
The company remains a premier growth compounder in the highly underserved global diabetes and obesity therapeutic markets. While the market...
Eli Lilly is the eleventh largest holding. Global branded pharmaceutical...
Eli Lilly is a global pharmaceutical leader commanding major commercial franchises in diabetes, metabolic dysfunction, oncology, immunology, and neuroscience. The manager initiated...