Baron Capitalan investment management firm, published its Q1 2026 investor letter for the “Baron Small Cap Fund.” A copy of the letter can be downloaded here. Baron Small Cap Fund was down 7.90% (institutional stocks) in the first quarter of 2026, lagging the -2.81% return of the Russell 2000 Growth Index. The first quarter began…
Baron Capitalan investment management firm, released its Q1 2026 investor letter for the “Baron Health Care Fund.” A copy of the letter is available to download here. Baron Health Care Fund (the Fund) declined 6.97% (institutional shares) for the quarter, compared to the 4.88% decline in the Russell 3000 Health Care Index (the benchmark) and…
Baron Capital, an investment management firm, released its Q4 2025 charter for its “Baron Real Estate Income Fund.” A copy of the letter can be downloaded here. In 2025, the Fund appreciated 3.74% (institutional shares), outpacing the 1.68% gain of the MSCI US REIT Index (the REIT Index). In the fourth quarter of 2025, the…
Baron Capital, an investment management firm, released its Q4 2025 investor letter for its “Baron Opportunity Fund.” A copy of the letter can be downloaded here. The Fund returned 4.63% (institutional stocks) in the fourth quarter of 2025, outperforming the 1.14% gain of the Russell 3000 Growth Index (the benchmark) and the 2.66% return of…
