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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 Asset Fund delivered strong performance in Q4 2025, returning 7.89% (Institutional Shares) and significantly outperforming the Russell Midcap Growth Index which fell 3.70%. Outperformance was driven...
— 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...