Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Mike Davitt
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q4 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 3 companies
ARESAres Management Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
could you also update us on how you see the gross-to-net tracking in the second half after a positive surprise there in 2Q
Show response
Mike noted when BSL refinances DL positions, Ares follows back into liquid credit business. Less reliant on upper middle market sponsor flow than peers. Pipeline strength across all strategies.
BXBlackstone Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
Do you have any early thoughts on how much exposure your portfolios could have to that? And does that cut in funding change your view on the Life Sciences investment opportunity
Show response
Gray acknowledged uncertainty from funding cuts but said enormous capital needs from pharma and smaller life science companies create a substantial market with limited competition at scale.
TROWT. Rowe Price1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
can you remind on the cadence each year on when those lumpier plan losses can occur
Show response
Rob clarified no specific seasonality beyond elevated year-end activity, plan losses can happen throughout the year.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ARES Ares Management Corporation | 1 | —Rate withheld: fewer than 3 questions |
| BX Blackstone Inc. | 1 | —Rate withheld: fewer than 3 questions |
| TROW T. Rowe Price | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand1
- Capital Allocation1
- Competitive Dynamics1
- Regulation Policy1
- Innovation & R&D1