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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.
Global sportswear brand On fell 16.4% in the third quarter and detracted 33 bps from performance. The decline was...
— Ronald Baron, David Baron, Michael Baron
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Other investors who've written on On Holding AG
More institutional theses from Baron First Principles ETF
Global hotelier Hyatt Hotels Corporation detracted from performance as investors grew concerned that higher oil prices, interest rates, and inflation could pressure consumers and travel budgets. However, consumer spending...
FIGS, Inc., a direct-to-consumer health care apparel brand, contributed to performance following a strong second quarter. Net revenue grew...
Shares of FactSet, a leading provider of investment management tools, increased 17.8% and helped performance by 47 bps in the quarter. The increase was...