Baron Global Durable Advantage ETF Q1 2026 Shareholder Letter
The Baron Global Durable Advantage ETF experienced a decline of 7.3% in the first quarter of 2026, underperforming compared to the MSCI ACWI Index's 3.2% decline. Key contributors to the fund's performance included InPost S.A., Taiwan Semiconductor Manufacturing Company Limited, and ASML Holding N.V., while HDFC Bank Limited, Visa Inc., and Hermes International S.A. were notable detractors. The fund also initiated four new positions during the quarter in various sectors including electrical equipment and drug packaging.
- ▪The Baron Global Durable Advantage ETF declined 7.3% (NAV) in Q1 2026.
- ▪The MSCI ACWI Index, the fund's benchmark, declined by 3.2%.
- ▪Top contributors included InPost S.A., Taiwan Semiconductor Manufacturing Company Limited, and ASML Holding N.V.
- ▪New positions initiated included Amphenol, Stevanato Group, Quanta Services, and AppLovin.
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