Baron Funds: The Masters of Growth InvestingJune 22, 2022 -
Kiplinger columnist Andrew Tanzer speaks with our executive team on our long-term, fundamental, active approach to growth investing. Read the full article on Kiplinger.
Ron Baron Says Bear Market Is a Once-in-a-Generation Buying OpportunityJune 17, 2022 -
In a June 17, 2022, article on CNBC, Ron Baron said he thinks the current opportunity in growth stocks is as big as when he started Baron Capital 40 years ago. Read the full article. [subscription required to access].
Baron Capital: A Firm that Likes To “Think Different”November 18, 2021 -
Baron Capital’s “think different” approach can be a big plus in investing, says Michael Brush, a columnist for MarketWatch. Read the November 18, 2021 MarketWatch piece, which draws on examples across a number of our funds.
Ron Baron Featured in Welling on Wall St.March 12, 2021 -
WOWS sat down with Ron Baron to talk about his investment principles and certain investment opportunities throughout his career that have led to Baron Capital’s long-term growth. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund.
Business Insider Profiles Ron BaronDecember 09, 2020 -
In a December 9, 2020 interview with Business Insider, Baron Capital CEO Ron Baron talks about the evolution of his investment process, lessons and mistakes of his career, and the biggest opportunities he sees in the market today.
Morningstar UPGRADES ITS RATINGS OF BARON GROWTH FUND AND BARON ASSET FUND TO “SILVER”September 30, 2020 -
In its annual update of its profiles of Baron Growth Fund and Baron Asset Fund, Morningstar upgraded both Funds to its “Silver” Analyst Rating. To view the profiles, visit www.morningstar.com. (Subscription required to access).
Morningstar Analyst Rating is not a credit or risk rating, but a subjective evaluation performed by the analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars (process, performance, people, parent and price). Morningstar’s analysts use this valuation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors and the weightings of each pillar may vary. The Analyst Rating reflects overall assessment and is overseen by Morningstar’s Analyst Rating Committee. The analyst rating scale is five-tiered, with three positive ratings (Gold, Silver, Bronze), a Neutral rating and a Negative rating, with Gold being the highest rating and Negative being the lowest rating. The Morningstar Analyst Ratings should not be used as the sole basis in evaluating a mutual fund and are based on Morningstar’s current expectations about future events. Morningstar does not represent ratings as a guarantee. Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly. The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. A fund with a “Gold” rating distinguishes itself across the five pillars and has garnered the analysts’ highest level of conviction. A fund with a ‘Silver’ rating has notable advantages across several, but perhaps not all, of the five pillars that give the analysts a high level of conviction. A “Bronze”-rated fund has advantages that outweigh the disadvantages across the five pillars, with sufficient level of analyst conviction to warrant a positive rating. A fund with a ‘Neutral’ rating isn’t seriously flawed across the five pillars, nor does it distinguish itself very positively. A “Negative” rated fund is flawed in at least one if not more pillars and is considered an inferior offering to its peers. Analyst Ratings are reevaluated at least every 14 months. © 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Baron’s Response to the Coronavirus OutbreakMarch 18, 2020 -
Barron’s Interviews Ron BaronFebruary 28, 2020 -
Barron’s sat down with Ron Baron to get his thoughts on investing in growth companies. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Read the full article.
Baron Capital Appoints Co-Chief Investment OfficersFebruary 20, 2020 -
We are pleased to announce that Cliff Greenberg and Andrew Peck have been named Co-Chief Investment Officers of Baron Capital.
Baron Discovery Fund and Baron Global Advantage Fund Added to Morningstar’s Prospects ListFebruary 10, 2019 -
Baron is pleased to announce that Morningstar has added Baron Discovery Fund and Baron Global Advantage Fund to its “Prospects” list of up-and-coming or under-the-radar strategies that Morningstar Manager Research thinks might be worthy of full coverage someday. Currently, Baron Growth Fund, Baron Asset Fund, Baron Small Cap Fund, Baron Partners Fund, and Baron Emerging Markets Fund all have full coverage by Morningstar.
Iridium Communications CEO Matthew Desch at the Baron Investment ConferenceNovember 09, 2018 -
At the 2018 Baron Investment Conference, Ron Baron and Matthew Desch, CEO of Iridium Communications, joined CNBC’s “Squawk Box” to discuss Iridium’s satellite network, the growth of the Internet of Things and the competitive landscape for low-earth orbit. Watch the full interview on www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Iridium Communications Inc. are as follows: Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%).
Moelis & Company CEO Ken Moelis at the 2018 Baron Investment ConferenceNovember 09, 2018 -
At the 2018 Baron Investment Conference, Ron Baron joined Ken Moelis, chairman and CEO of Moelis & Company, on CNBC’s “Squawk Box” to discuss Moelis’ investment strategy and the outlook for M&A activity. Watch the full interview on www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Moelis & Company are as follows: Baron Growth Fund (0.6%), Baron Small Cap Fund (0.9%).
Barron's Features Neal Rosenberg's Commentary on Investing in AIJune 13, 2018 -
On June 11, 2018, as part of its 'Focus on Funds' column, Barron's featured commentary from Neal Rosenberg, Assistant Portfolio Manager of Baron Growth Fund. In the article, "Investing in AI? 3 Picks Beyond FAANGs," Neal discusses how Baron is applying its approach to growth investing to the burgeoning AI sector. Read the full feature at www.barrons.com. (Subscription required.)
The Wall Street Journal Ranks Seven Baron Funds Among "Category Kings"February 05, 2018 -
In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, seven Baron funds ranked among the top performing funds in their respective peer groups for year-to-date total return through January 31, according to Lipper.
Among the funds listed were Baron Real Estate Fund (#1 in its category), Baron Real Estate Income Fund, Baron Partners Fund, Baron Asset Fund, Baron Fifth Avenue Growth Fund, Baron Opportunity Fund, and Baron Global Advantage Fund.
Note: Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
Barron's Profile | Andrew PeckSeptember 04, 2017 -
The September 4, 2017 issue of Barron's profiled Andrew Peck, portfolio manager of Baron Asset Fund. In the piece, "In Search of Bigger Fish", Andrew discusses his approach to finding promising growth companies in the often-overlooked mid-cap space.
Forbes Interviews Andrew Peck on Baron Asset FundJuly 26, 2017 -
The July 26 online edition of Forbes features Baron Asset Fund in an interview of portfolio manager Andrew Peck by former Forbes Investors Advisory Institute president Wally Forbes. In the piece, "A Stock That Is Like Switzerland and Another One With a Very Compelling Razor/Razor Blade Model," Peck discussed two stocks in the Fund and why he likes them. Read the article at www.forbes.com.
Ron Baron on CNBCJune 07, 2016 -
Ron Baron discusses the market environment and why he’s optimistic about Tesla. Watch the clip on www.CNBC.com
4Q22 Baron Mid Cap Growth Strategy Letter
4Q22 Baron Asset Fund Letter
4Q22 Portfolio Manager Webinar Series with Andrew Peck
Watch the 4Q22 webinar recording with Portfolio Manager Andrew Peck as he provides insights on the Baron Asset Fund, Baron Mid-Cap Growth Strategy, and Baron All-Cap Growth Strategy.
3Q22 Baron Mid Cap Growth Strategy Letter
Baron Investor: Baron New Asia Fund
3Q22 Baron Asset Fund Letter
2Q22 Andrew Peck Conference Call Transcript
2Q22 Baron Asset Fund Letter
1Q22 Andrew Peck Conference Call Transcript
1Q22 Baron Mid Cap Growth Strategy Letter
1Q22 Baron Asset Fund Letter
Portfolio Manager Webinar Series
Our quarterly webinar series is your chance to watch live as our portfolio managers discuss the market and their strategies.
4Q21 Baron Asset Fund Letter
3Q21 Andrew Peck conference call transcript
3Q21 Baron Mid Cap Growth Strategy Letter
3Q21 Baron Asset Fund Letter
2Q21 Baron Mid Cap Growth Strategy Letter
2Q21 Baron Asset Fund Letter
Investing in Mid-Cap Growth Stocks in a Challenging Market
1Q21 Baron Mid Cap Growth Strategy letter
1Q21 Baron Asset Fund Letter
4Q20 Baron Mid Cap Growth Strategy Letter
4Q20 Baron Asset Fund Letter
Keeping an Eye on the Long Term in the Mid Cap Space
3Q20 Baron Mid Cap Growth Strategy Letter
3Q20 Baron Asset Fund Letter
2Q20 Baron Mid Cap Growth Strategy Letter
2Q20 Baron Asset Fund Letter
Andrew Peck: The Value of a Long-Term Investment Approach During a Crisis
Andrew Peck, portfolio manager of the mid-cap Baron Asset Fund, explains why it is important to stay focused on the long term in volatile market conditions.
1Q20 Baron Mid Cap Growth Strategy Letter
1Q20 Baron Asset Fund Letter
Andrew Peck: Staying the Course During a Disruption
Andrew Peck, portfolio manager of Baron Asset Fund, Baron Mid Cap Growth Strategy, and Baron All Cap Growth Strategy, discusses why it is important to keep a long-term investment perspective in uncertain times.
The Baron Portfolio Manager Call Series
We are hosting a series of conference calls with our portfolio managers in light of current market conditions. Replays of past calls are available by dialing 866-595-5357 and the following passcodes after the prompt:
The Baron Portfolio Manager Call Series: Andrew Peck
In a March 18 client conference call, Andrew Peck, portfolio manager of Baron Asset Fund, Baron Mid Cap Growth Strategy, and Baron All Cap Growth Strategy, shared his thoughts on the coronavirus outbreak and how he is managing his portfolios in response. To listen to the replay, dial 1-866-595-5357, then 830575# after the prompt.
4Q19 Baron Mid Cap Growth Strategy Letter
4Q19 Baron Asset Fund Letter
Baron Investor: Baron Asset Fund
Portfolio Manager Andrew Peck discusses the advantages of mid-cap growth stocks.
Baron Asset Fund: Missed Opportunity in Mid Cap?
3Q19 Baron Mid Cap Growth Strategy Letter
3Q19 Baron Asset Fund Letter
2Q19 Baron Mid Cap Growth Strategy Letter
2Q19 Baron Asset Fund Letter
1Q19 Baron Mid Cap Growth Strategy Letter
1Q19 Baron Asset Fund Letter
4Q18 Baron Mid Cap Growth Strategy Letter
4Q18 Baron Asset Fund Letter
3Q18 Baron Mid Cap Growth Strategy Letter
3Q18 Baron Asset Fund Letter
2Q18 Baron Mid Cap Growth Strategy Letter
2Q18 Baron Asset Fund Letter
1Q18 Baron Mid Cap Growth Strategy Letter
1Q18 Baron Asset Fund Letter