Baron Asset Fund 2Q21 Commentary

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Baron Asset Fund commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Baron Asset Fund Shareholder: PerformanceU.S. equities moved higher during the quarter in response to various factors, including robust macroeconomic data, ongoing fiscal stimulus, strong corporate earnings, and continued reductions in COVID infection rates. The outlook for inflation remained uncertain, and was an important factor influencing investors’ shifting preferences for growth versus value stocks during the quarter. Real Estate, Information Technology (“IT”), En…

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