Institutional Investors

Baron Funds applies its long-term, research-driven investment approach to a broad range of mutual funds, separate accounts and sub-advised services.

We invest in growth companies in small, mid-sized, smid, large and all-cap portfolios, in both the U.S. and overseas. Our strategies include growth, high growth, innovation and real estate. Institutional and retail shares are available for all mutual funds. We take great pride in providing our shareholders with superior customer service.

Website

Our web site for Institutional Investors, www.baroncapitalmanagement.com, highlights our strategies and mutual funds (Institutional Share Class).

Institutional Sales and Financial Institutions Sales Contacts
 Name Contact Information  Name Contact Information
James Barrett
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VP, Head of Institutional Sales
212-583-2076
jbarrett@baronfunds.com
  Carla Avila
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VP, Head of Financial Institutions
212-583-2056
cavila@baronfunds.com
David Kaplan
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VP,Senior Director,
Institutional Sales - East Coast
212-583-2033
dkaplan@baronfunds.com
  Ashley Bradley
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Director, Financial Institutions
212-583-2169
abradley@baronfunds.com
Meeta Singal
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VP, Director, Institutional Sales - Center Region 
212-583-2055
msingal@baronfunds.com
  Olga Hernandez
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Manager, Institutional Client Services
212-583-2081
ohernandez@baronfunds.com
Lawrence Pokora
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VP, Director, Institutional Sales
212-583-2035
lpokora@baronfunds.com
  Samantha Gould
Institutional Client Services Associate
212-583-2147
sgould@baronfunds.com
Sneha Mehta
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Manager, RFP and Database
212-583-2077
smehta@baronfunds.com
     
Oksana Miller
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Database and RFP Associate
212-583-2101
omiller@baronfunds.com
 

Elizabeth Klewicki Institutional Sales Associate
212-583-2027
eklewicki@baronfunds.com