Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Gartner (IT) Slid due to Stable Core Subscription Growth

Baron Funds, an investment management company, released its “Baron Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund appreciated 5.02% (Institutional Shares) in 2024, trailing the Russell 2000 Growth Index’s (the Benchmark) 15.15% return. Approximately 25% of the fund’s underperformance was attributed to short-term cyclical headwinds and temporary growth investments, while the remaining underperformance was due to a focus on high-quality compounding growth businesses. In addition, please check the fund’s top five holdings to...