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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.
Vertiv Holdings Co is a global leader in critical digital infrastructure and services for data centers, including electrical and thermal management equipment. Shares declined as...
— Cliff Greenberg
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More institutional theses from Baron Small Cap Fund
Intapp, Inc. is a vertical software platform serving professional and financial services firms. Shares rose on...
The Baldwin Insurance Group, Inc. is a leading independent insurance distribution firm. Shares rose after...
Red Rock Resorts, Inc., an operator of regional casino resorts serving the Las Vegas locals market, detracted from performance as investors grew concerned that higher interest rates, inflation, and oil prices could slow market growth. Red Rock is...