Baron Opportunity Fund (BIOPX)

Portfolio Management

MichaelLippert
Michael Lippert

Fund Manager since 2006

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Fund Description

Baron Opportunity Fund invests in innovative high-growth companies.

    

  

Fund Resources

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Michael Lippert discusses how he invests in innovative companies

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Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares

Portfolio Commentary

Retail Performance

Review and Outlook (for quarter ended 3/31/2014)

The Review and Outlook for period ending March 31, 2014 is not yet available

Top Contributors/Detractors to Performance

Contributors (for quarter ended 3/31/2014)
  • This Fund does not have contributors to performance for period ending March 31, 2014

Detractors (for quarter ended 3/31/2014)
  • Dreamworks Animation SKG, Inc. is a leading developer, producer, and marketer of animated films, TV shows, and home entertainment. The company also merchandises and licenses its characters globally. Shares of Dreamworks were down in Q1 based on slightly lower than anticipated results associated with the movie “Turbo.” We believe shares will recover based on this summer’s upcoming release of “How to Train Your Dragon 2” and the potential for a larger TV and licensing business going forward.

Quarterly Attribution Analysis (for quarter ended 3/31/2014)

The Quarterly Attribution Analysis for period ending March 31, 2014 is not yet available

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Invest In Baron Funds Today

The prospective performance of the companies discussed herein is based on our internal analysis and reflect our opinions only. We cannot promise future returns and our opinions are a reflection of our best judgement at the time of publication. Our views are not intended as recommendations or investment advice to any person and are subject to change at any time based on market and other conditions and Baron has no obligation to update them. Investing in the stock market is always risky. Current and future portfolio holdings in the Fund are subject to risk.

Source: FactSet PA