Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. Market trends are often driven by sentiment in addition to fundamental elements, and the first quarter of 2025 was a clear example of this. January saw a strong performance for the Fund, driven by investor excitement around long-term growth trends in AI. Optimism was fueled by expectations of the new Trump administration's policies to accelerate economic growth. However, by mid-February, fears of tariffs, a potential trade...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.