CTV - Baron Opportunity Fund Q4 2021 Investor Letter

• Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
• The market and its herd of traders find themselves hyper-focused on reacting.
• The fundamentals and growth opportunities across most of our companies and secular themes are intact and solid as ever.
• By investing in businesses capitalizing on potent trends, we have been able to build portfolios that have revenue growth rates that are multiples of the general economy, as reflected in broad market indexes.

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