Recent market turbulence across South Korea's benchmark technology leaders underscores the importance of active management in emerging markets (EM) investing. As companies like SK Hynix and Samsung Electronics navigate shifting global semiconductor demand and macroeconomic headwinds, investors relying on broad, market-cap-weighted indexes face concentrated exposure to sudden drawdowns.
Emerging markets (EM) continue to attract investor attention after the asset class significantly outperformed U.S. and global stocks in 2025 and Q1 2026. Fueled by deglobalization, expanding artificial intelligence (AI) ecosystems, and powerful reform tailwinds, more investors are migrating to EM equities.
Today's challenging macroeconomic environment requires not only an active, but different approach to emerging markets (EM). EM is highly fragmented, rapidly evolving, and characterized by structural shifts in global trade, geopolitical re-alignments, and technological transformation.
Baron Capital continues to grow its active ETF lineup with today's introduction of Baron Risk Optimized Large Cap ETF™ (BROL). The ETF builds upon the firm's commitment to long-term growth investing with a targeted focus on U.S. large-cap companies that exhibit durable competitive advantages, significant growth opportunities, exceptional management teams, and compelling valuations.