BCAP - Baron Real Estate Income Fund Q4 2022 Quarterly Letter

Summary

• Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing.
• Baron Real Estate Income Fund increased 2.10% (Institutional Shares) in the fourth quarter of 2022, underperforming the MSCI US REIT Index which increased 4.90%.
• As we peer into 2023, we believe last year’s recalibration has wiped away much of the froth in stock market valuations and has set the stage for a favorable multi-year outlook for public real estate companies and the Fund.
• We believe 2023 may ultimately emerge as a mirror image of 2022.

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