Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Baron Durable Advantage Fund posted a solid 16.56% return in 2025, fueled entirely by robust fundamental business growth. Key moves included initiating a new position in Quanta Services to play secular energy demand from AI data centers.
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Baron Durable Advantage Fund posted a solid 16.56% return in 2025, fueled entirely by robust fundamental business growth. Key moves included initiating a new position in Quanta Services to play secular energy demand from AI data centers.
