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 FinTech Fund fell 4.29% in Q3 2025, lagging its benchmark due to a 'junk rally' style headwind. The fund made major moves by initiating a position in Capital One and completely exiting IT consulting names over AI concerns, ahead of its planned conversion to an ETF in December 2025.
Full Quick Take
Baron FinTech Fund fell 4.29% in Q3 2025, lagging its benchmark due to a 'junk rally' style headwind. The fund made major moves by initiating a position in Capital One and completely exiting IT consulting names over AI concerns, ahead of its planned conversion to an ETF in December 2025.
