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.
Despite a challenging 2025 where high-quality small-cap growth was out of favor, Baron Small Cap Fund remains strictly disciplined and views the setup for a 2026 macro-driven small-cap recovery as highly attractive.
Full Quick Take
Despite a challenging 2025 where high-quality small-cap growth was out of favor, Baron Small Cap Fund remains strictly disciplined and views the setup for a 2026 macro-driven small-cap recovery as highly attractive.
