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 New Asia Fund gained 6.60% during the final quarter of 2022.
- We enter 2023 facing an elevated risk of earnings disappointment.
- We believe now is a time to take a contrarian view of the EM/emerging Asia equity asset class.
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
For further details see:
Baron New Asia Fund Q4 2022 Quarterly Letter