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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 Partners Fund gained 16.61% in Q2 2026, exceeding the Russell Midcap Growth Index's 14.55% return, driven primarily by SpaceX which appreciated 62.23% after completing the largest IPO in history and announcing landmark AI compute hosting deals. The Fund's Disruptive...
— Ron Baron
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Other investors who've written on FactSet Research Systems Inc.
FactSet was added as a new position because of its deeply embedded data tools that enjoy very high customer switching costs. The manager believes...
The manager fully liquidated FDS due to structural long-term threats posed by AI-native competitors, who can access publicly available data to replicate FDS's products. Furthermore, expected employment...