Who We Are

Long-term Investors ▪ Research Driven

Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business.

Our Investment Philosophy

For more than 35 years, we have built our business on the quality of our research and long-term investing.

  • Long-term perspective allows us to think differently
  • Independent and exhaustive research is essential to understanding a business
  • People are the key drivers of a successful business
  • Successful growth businesses have open-ended opportunities and competitive advantages
  • Purchase price matters
  • Research and risk management are continuous processes

Principles

  • We are committed to comply with both the letter and the spirit of the laws, regulations and ethical standards that govern us.
  • Our actions must never be dictated by self-interest nor perceived as such. If we treat our clients and Baron Funds’ shareholders ethically and with respect, and provide them with high quality services, we will be successful.
  • We insist on honesty, integrity and fair dealing. We maintain high ethical standards, whether dealing with Baron Funds’ shareholders, our asset management clients, the companies in which we invest, our communities, our regulators, our competitors and our co-workers.
  • Professionalism is critical to our business. We are proud of our reputation for hard work, the quality of the individuals who work at our firm and the resultant quality of our investment research and asset management services.
  • Our most important assets are our employees and our reputation. Although our business would be adversely affected if we lost either, our reputation would be the more difficult to regain.
  • We do not allow personal trading of individual securities by our employees. Employee compensation is based upon the success of our clients. These elements align the interests of our employees with the interests of our clients.
  • We take an integrated approach to risk management in the operation of our business and our investments.

Environmental, Social, and Governance Policy

We are committed to fully integrating environmental, social, and governance (ESG) factors into our research process at the firm level. In 2019, we appointed Jamie Stone as Director of ESG Research to spearhead our efforts. We are also a signatory to the United Nations’ “Principles of Responsible Investment.”

We believe it is important for companies to “do well by doing good” and that our investors can benefit when companies in which we invest develop unique, differentiated strategies to create sustainable businesses that ultimately have a beneficial impact on their stakeholders. We believe proper consideration of ESG factors can help improve risk-adjusted returns, be a force for positive change, and lead to solutions for many of society’s problems.

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Our History

Our Team

At Baron, our long-tenured executive management team provides invaluable continuity. As we do when investing, we look for people who are smart and experienced in their field, with the tenacity and confidence to deliver on long-term success.

Executive Profiles

  • Ron Baron CEO, Chief Investment Officer, Portfolio Manager

    Ron Baron

    CEO, Chief Investment Officer, Portfolio Manager

    years of exp 49

    years at baron 37

    Ron founded Baron Capital in 1982 and has 49 years of research experience. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.

  • Linda Martinson President, Chief Operating Officer, Chairman of Baron Funds

    Linda Martinson

    J.D., LL.M., President, Chief Operating Officer, Chairman of Baron Funds

    years at baron 36

    Linda joined Baron in 1983 as the general counsel and was named president and chief operating officer in 2006. From 1979 to 1983, Linda worked for the State of New York as an assistant attorney general. Linda graduated from the University of Pennsylvania with a B.A. in English Literature and Political Science in 1976, from New York Law School with a J.D. in 1979 and from New York University School of Law with an LL.M. in 1981.

  • Peggy Wong Vice President, Chief Financial Officer, Treasurer

    Peggy Wong

    CPA, Vice President, Chief Financial Officer, Treasurer

    years at baron 32

    Peggy joined Baron in 1987 as the chief financial officer. From 1983 to 1987, Peggy worked at KPMG and then American Express as an independent auditor. Peggy graduated from New York University with a B.S. in Accounting in 1983.

  • Pat Patalino Vice President, General Counsel, Secretary

    Pat Patalino

    J.D., Vice President, General Counsel, Secretary

    years at baron 12

    Pat joined Baron in 2007 as the general counsel. From 2006 to 2007, Pat worked at Morgan Stanley as a managing director and chief operating officer of the legal and compliance division. From 2001 to 2006, Pat worked at Credit Suisse First Boston as counsel to the vice chairman and director of regulatory matters. From 2000 to 2001, Pat practiced law at Davis Polk & Wardwell. From 1990 to 1997, Pat served in the United States Marine Corps as an officer, attaining the rank of Captain. Pat graduated from Hamilton College with a B.A. in Public Policy in 1990 and magna cum laude from the New York University School of Law with a J.D. in 2000.