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 Emerging Markets Fund outperformed its index in Q3 2025 with a 10.89% gain, fueled by global rate cuts and secular AI demand. The manager is highly bullish on China's competitive AI advantages and India's looming earnings upgrade cycle.
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Baron Emerging Markets Fund outperformed its index in Q3 2025 with a 10.89% gain, fueled by global rate cuts and secular AI demand. The manager is highly bullish on China's competitive AI advantages and India's looming earnings upgrade cycle.
The Baron Emerging Markets Fund gained 15.39% in Q2 2025, outperforming its benchmark due to strong positioning in Korean industrials and Indian financials, while tactically reducing exposure to China.
Full Quick Take
The Baron Emerging Markets Fund gained 15.39% in Q2 2025, outperforming its benchmark due to strong positioning in Korean industrials and Indian financials, while tactically reducing exposure to China.
