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ZI - Baron Technology Fund Q4 2022 Quarterly Letter
ZoomInfo Technologies Inc.
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 Technology Fund was down 5.75% (Institutional Shares) in the fourth quarter, underperforming the MSCI ACWI Information Technology Index.
Numbers have come down significantly for 2023 and forward projections for 2024 and 2025 appear reasonable and even conservative.