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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.
For the fourth quarter of 2025, the Oakmark Global Fund outperformed its benchmark, the MSCI World Index, across multiple periods (quarter, year, and since inception). Top sector contributors...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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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...