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Dorchester Center, MA 02124
Baron Funds, an investment management company, published the second quarter of 2025 investor letter “Baron Health Care Fund”. A copy of the letter can be Downloaded here. The fund decreased by 5.06% (institutional shares) in the quarter, compared to a challenging background for the broader health sector, compared to a decline of 6.19% for the Russell 3000 Health Care Index (benchmark) and a win of 10.99% for the Russell 3000 index (the index). In addition, please check the five stocks of the fund to know its best selection in 2025.
In its investor letter in the second quarter of 2025, the Baron Health Care Fund raised stocks such as the Edwards Lifesciences Corporation (NYSE:EW). The Edwards Lifesciences Corporation (NYSE: EW) offers products and technologies for structural heart diseases and monitoring intensive care. The one -month return of the Edwards Lifesciences Corporation (NYSE: EW) was 5.69% and its shares in the past 52 weeks 31.20% of their value. On July 30, 2025, the Edwards Lifesciences Corporation (NYSE: EW) closed the share of $ 81.16 per share with a market capitalization of $ 47.608 billion.
The Baron Health Care Fund gave investor letter in the second quarter of 2025:
“We have prepared shares from again Edwards Lifesciences Corporation (NYSE: EW), A leading manufacturer of replacement and repair products for heart valves. The transcatheter -aorte flap replacement (TAVR) is a minimally invasive procedure for the treatment of aortic stenosis, an illness that locks the blood flow out of the aortic valve that contains the heart. Edwards Lifesciences has a leading position on the TAVR market, which is supported by a robust group of clinical evidence and the familiarity of the doctor with the product and the workflow. TAVR is a 5 billion dollar market that still grows for many years after the first entry in Edwards Lifesciences. We assume that this growth will continue at a moderate pace when the information is expanded to cover a wider patient population. In addition, competitors Boston Scientific Corporation recently left the TAVR market, which offers Edwards Lifesciences incremental market shares.