Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. The fund primarily focuses on investing in securities of large-sized companies.

U.S. stocks are slipping again, this time after the country’s largest retailer reported profits that came up short of Wall Street’s expectations.

The massive investment in artificial intelligence infrastructure currently being made probably counts as the biggest and fastest rollout of a general purpose technology in history.

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.