U.S. value equity funds see record inflows in March.
Investors prepare for inflation, pile into equity funds in February.
Investor appetites were largely unchanged, but a few themes emerged in January.
Having 47% of net assets in this holding highlights the fund's lax risk controls.
Investors looked past the pandemic’s near-term impact.
Baron Discovery represents a new chapter in a good story.
Investors pile into what's working.
The comeback was uneven, however.