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Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

Baron attributes results to stock-specific drivers.

Bristlemoon Details Q4 Results, Alphabet Gains and New Adobe Bet in Investor Letter

TSMC Plans 2026 Packaging Outsourcing as AI Demand Overwhelms CoWoS Capacity

SCCM Exits Baxter Stake on Near-Term Risks

The London Company Releases Q3 Investor Letters, Reports Mixed Performance and Key Portfolio Changes

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds