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.

Home Letters Funds Account

SGA - Emerging Markets Growth's investment thesis on Bajaj Finance Limited ($BAJFINANCE.NS) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$BAJFINANCE.NSNASDAQBajaj Finance Limited

BULL

SGA - Emerging Markets Growth—BAJFINANCE.NS

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$1144.80USD

—

$1144.80Pitched

+0.0% since pitch

Market Cap$7.12T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

SGA's Emerging Markets Growth portfolio returned 0.9% net in Q2 2026 versus 24.1% for the MSCI EM Index, as AI infrastructure momentum drove the best quarter on record for momentum stocks, outperforming quality by 42%. AI CapEx stocks...

— Hrishikesh Gupta

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $BAJFINANCE.NS, and what else SGA - Emerging Markets Growth is buying.

Other pitches on $BAJFINANCE.NS

Other investors who've written on Bajaj Finance Limited

SVN Capital FundNEUTRAL

Pitched Jul 11, 2026

Bajaj Finance is India's largest non-bank lender, serving over 119 million customers. It is a...

View all $BAJFINANCE.NS pitches →