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The Fund’s Shareholder Letter introduces Alex Umansky. It also discusses Fund performance for the quarter and for the year (including companies that contributed to and detracted from performance), portfolio structure, recent activity and outlook.
Baron Fifth Avenue Growth Fund has a new portfolio manager. Alex comes from Morgan Stanley, where he managed a range of disciplines, including large-cap companies.
Lead article features Alex Umansky and his arrival to Fifth Avenue. Jeff Kolitch discusses Douglas Emmett and Michael Kass discusses the changing tastes of the growing middle class in emerging-market countries. Jamie Stone is introduced as the portfolio manager of Baron Energy and Resources Fund.
Innovation in manufacturing is leading to gains in productivity and efficiency. Companies engaged in electrical equipment, industrial machinery and distribution are leading the way. Baron analysts Rebecca Ellin, David Goldsmith, Randy Gwirtzman and Matt Weiss lead the discussion.
Our latest quarterly report recaps the Baron Investment Conference. Ron Baron presented his view of the economy and how he’s positioning Baron Funds for future growth. Linda Martinson took investors through our offensive and defensive playbooks.
Financial and Holdings details for Baron Asset Fund, Baron Growth Fund, Baron Small Cap Fund, Baron Opportunity Fund and Baron Fifth Avenue Growth Fund.
You should consider the investment objectives, risks, charges, and expenses of any of the Baron Funds carefully before investing. The prospectus contains this and other information about Baron Funds. You may obtain one from its distributor, Baron Capital, Inc., by calling 1-800-99BARON or click here. Please read it carefully before investing.
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