MSCI (MSCI) Held Steady Amid Challenges

3 days ago 4

Soumya Eswaran

Thu, February 12, 2026 astatine 7:52 AM CST 3 min read

Baron Fund, an concern absorption company, released its Q4 2025 missive for “Baron Durable Advantage Fund”. A transcript of the missive tin be downloaded here. The Fund returned 2.6% successful the 4th quarter, which mirrored the S&P 500 Index’s 2.7% return. The Fund returned 16.6% successful 2025, compared to 17.9% for the Index and 16.1% summation for the Peer Group, Morningstar Large Growth Category average. Moving to 2026, successful an situation dominated by geopolitics, changing regulatory trends, and artificial intelligence, the Fund focuses connected investing successful high-quality, large-cap companies with coagulated competitory advantages, proven way record, and accordant shareholder returns. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Baron Durable Advantage Fund highlighted stocks similar MSCI Inc. (NYSE:MSCI). MSCI Inc. (NYSE:MSCI) is simply a starring fiscal services institution that provides indexes and concern determination enactment tools. On February 11, 2026, MSCI Inc. (NYSE:MSCI) banal closed astatine $511.84 per share. One-month instrumentality of MSCI Inc. (NYSE:MSCI) was -14.31%, and its shares are down 10.56% implicit the past 12 months. MSCI Inc. (NYSE:MSCI) has a marketplace capitalization of $38.459 billion.

Baron Durable Advantage Fund stated the pursuing regarding MSCI Inc. (NYSE:MSCI) successful its 4th fourth 2025 capitalist letter:

"Within the existing portfolio, our biggest summation during the 4th was to MSCI Inc. (NYSE:MSCI), a starring supplier of indexes and concern determination enactment tools. While the banal outperformed astir of its accusation services peers successful 2025, it lagged the broader markets owed chiefly to accusation services companies being perceived arsenic imaginable AI losers. Specific to MSCI, the institution reported dependable fiscal results passim the year, but did telephone retired immoderate lingering unit successful the plus manager extremity marketplace (around fractional of MSCI’s full business) and truthful immoderate investors are apt waiting to spot a reacceleration successful nett caller sales.