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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.
TimesSquare's U.S. FOCUS Growth Strategy reported a -3.76% net return for 4Q25, slightly lagging its gross composite (-3.55%) but ending the full year ahead of the Russell Midcap Growth Index benchmark at 13.88% net. Throughout the quarter,...
— TimesSquare Capital Management U.S. FOCUS Growth Equity strategy
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Other investors who've written on HubSpot, Inc.
HubSpot outperformed estimates in Q2, but its shares suffered from a temporary selloff driven by unfounded fears that OpenAI's new automation tools would threaten HubSpot's CRM positioning. The manager argues...
The front-office software provider fell due to a sector-wide software sell-off despite beating earnings expectations. The company is...
The SMB software provider posted a strong earnings beat and raised guidance, yet shares lagged due to concerns over AI automation. The manager remains...