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Baron Library

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  1. Media type: quarterly

    Baron Fifth Avenue Growth Fund Quarterly Report – 12/31/2011

    Alex Umansky, 12/31/2011

    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.

    Download Fund Quarterly Report
  2. Media type: quarterly

    Baron Focused Growth Fund Quarterly Report – 12/31/2011

    Ron Baron, 12/31/2011

    The Fund’s Shareholder Letter discusses Fund performance for the quarter and for the year (including companies that contributed to and detracted from performance), portfolio structure and recent activity.

    Download Fund Quarterly Report
  3. Media type: quarterly

    Baron Growth Fund Quarterly Report – 12/31/2011

    Ron Baron, 12/31/2011

    The Fund’s Shareholder Letter discusses Fund performance for the quarter and for the year (including companies that contributed to and detracted from performance), portfolio structure and recent activity.
     

    Download Fund Quarterly Report
  4. Media type: quarterly

    Baron International Growth Fund Quarterly Report – 12/31/2011

    Michael Kass, 12/31/2011

    The Fund’s Shareholder Letter 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.
     

    Download Fund Quarterly Report
  5. Media type: quarterly

    Baron Opportunity Fund Quarterly Report – 12/31/2011

    Michael Lippert, 12/31/2011

    The Fund’s Shareholder Letter discusses Fund performance for the quarter and for the year (including companies that contributed to and detracted from performance), portfolio structure and recent activity.

    Download Fund Quarterly Report
  6. Media type: quarterly

    Baron Partners Fund Quarterly Report – 12/31/2011

    Ron Baron, 12/31/2011

    The Fund’s Shareholder Letter discusses Fund performance for the quarter and for the year (including companies that contributed to and detracted from performance), recent portfolio additions and portfolio structure.

    Download Fund Quarterly Report
  7. Media type: video

    Jamie Stone - Baron Energy & Resources Fund

    James H. Stone, 12/30/2011

    Jamie Stone discusses the Baron Energy and Resources Fund.

    View Details
  8. Media type: newsletter

    Wyndham Worldwide

    Jeffrey Kolitch, 9/30/2011

    Wyndham Worldwide has a leading market share position in three businesses: hotels, exchanges and rentals, and vacation ownership.

    Download Newsletter
  9. Media type: newsletter

    Trojan Horse

    Michael Kass, 9/30/2011

    Qihoo 360 Technology Co., Ltd., based in China, is the developer and marketer of a free suite of security software.

    Download Newsletter
  10. Media type: newsletter

    Investor Newsletter

    Michael Kass, Jeffrey Kolitch, 9/30/2011

    Health care information technology is shaping up as one of the bright spots in a year that so far has been marked by economic uncertainty and increasing market volatility. Also highlights Baron Real Estate Fund's investment in Wyndham Worldwide and Baron International Growth and Baron Emerging Markets Funds' investment in Qihoo 360 Technology Co.

    Download Newsletter
  11. Media type: Insights

    Baron Insight - Industrials Drive Gains in Productivity

    9/30/2011

    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.

    Download Baron Insights
  12. Media type: quarterly

    Quarterly Report - 9/30/2011

    Ron Baron, Cliff Greenberg, Michael Kass, Jeffrey Kolitch, Michael Lippert, Andrew Peck, 9/30/2011

    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.

    Download Fund Quarterly Report
  13. Media type: video

    Ron Baron - Focused Growth Fund

    Ron Baron, 9/14/2011

    Ron Baron discusses Baron Focused Growth Fund.

    View Details
  14. Media type: Insights

    Investment Update: For-Profit Education

    Ron Baron, Cliff Greenberg, Andrew Peck, 9/7/2011

    Despite continued economic weakness and high unemployment, we think for-profit education remains an attractive long-term investment.

    View Details
  15. Media type: Insights

    Baron Insight - Finding Growth in a Mature Industry

    James H. Stone, 6/30/2011

    Read more from portfolio manager Jamie Stone.

    Download Baron Insights
  16. Media type: quarterly

    Quarterly Report - 6/30/11

    Ron Baron, Cliff Greenberg, Michael Kass, Jeffrey Kolitch, Michael Lippert, Andrew Peck, 6/30/2011

    Our latest Quarterly Report features Ron Baron’s insights on the market’s recent volatility. Linda Martinson discusses one of the characteristics we look for in our investments: sustainable competitive advantage – what makes it difficult for others to do what a business does. 

    Download Fund Quarterly Report
  17. Media type: quarterly

    Semi-Annual Financial Report

    Ron Baron, Michael Kass, Jeffrey Kolitch, 6/30/2011

    Financial and holdings details for Baron Focused Growth Fund, International Growth Fund, Partners Fund, Real Estate and Emerging Markets Fund.

    Download Fund Financial Report
  18. Media type: newsletter

    Profiting from Mobile

    Michael Kass, 6/30/2011

    Opera Software is the leading browser on cellular phones, says Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund.

    Download Newsletter
  19. Media type: newsletter

    Wireless Real Estate

    Jeffrey Kolitch, 6/30/2011

    Jeff Kolitch, portfolio manager of Baron Real Estate Fund, explains why American Tower is converting to a REIT.

    Download Newsletter
  20. Media type: newsletter

    Investor Newsletter

    Michael Kass, Jeffrey Kolitch, 6/30/2011

    Features the contribution of our team of research analysts to our long-term investment process. Also highlights Baron International Growth Fund’s investment in Opera Software and Baron Real Estate Fund’s investment in American Tower Corp.

    Download Newsletter
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