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VAC - Baron Funds Quarterly Report - Letter From Ron
Marriot Vacations Worldwide Corporation
Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
Tesla is now producing a little more than 310,000 cars per quarter. In 3 years, they will be producing more than 1m cars per quarter, and in 10 years, more than 5m cars per quarter.
Carlyle has been an attractive investment for Baron Funds.