Ashim Mehra

CEO Ron Baron’s September 14, 2021 Bloomberg Wealth interview with David Rubenstein is featured in David’s latest book, How to Invest: Masters on the Craft.  In the interview, Ron discusses his early days on Wall Street, the investment principles behind Baron Capital’s growth from $100,000 AUM to tens of billions of dollars, and what convinced him to invest in Tesla years before the mainstream realized the company’s potential.  Watch the full Bloomberg News video.

As of September 30, 2022, the following Baron Funds had holdings in Tesla, Inc.: Baron Partners Fund – 45.5%; Baron Focused Growth Fund – 22.3%; Baron Fifth Avenue Fund – 5.4%; Baron Opportunity Fund – 5.1%; Baron Technology Fund – 3.4%; Baron Global Advantage Fund – 3.3%.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

Citywire interviews CEO and Baron Partners Fund Portfolio Manager Ron Baron about his time-tested investment approach that led him to Tesla, Inc. in 2014, well before the mainstream. Read the August 2, 2022 article [subscription required to access].

As of June 30, 2022, the following Baron Funds had holdings in Tesla, Inc.: Baron Partners Fund – 46.3%; Baron Focused Growth Fund – 23.6%; Baron Fifth Avenue Fund – 5.0%; Baron Opportunity Fund – 5.0%; Baron Technology Fund – 3.1%.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

In a May 7, 2021, interview with Consuelo Mack of PBS’ WealthTrack, Michael Lippert describes the embarrassment of riches he is seeing as an investment manager focused on the high growth stock universe.

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%).

On Thursday, August 30th, Vice President & Portfolio Manager Ashim Mehra appeared on CNBC's "Closing Bell" program to discuss his outlook on Amazon, as well as risks to the company's growth. Watch the full segment at www.cnbc.com.

Portfolio holdings as a percentage of net assets as of June 30, 2018 for securities mentioned are as follows: Amazon.com, Inc. (AMZN) – Baron Fifth Avenue Growth Fund, 16.2%; Baron Atlas Fund, 13.8%; Baron Opportunity Fund, 6.1%; Baron Global Advantage Fund, 4.9%; Baron Partners Fund, 1.8%

A September 7, 2017 Reuters article quoted Baron Capital research analyst Ashim Mehra on Amazon’s plans to establish a second headquarters in North America. The dual-city structure could lead to a potential split between Amazon Web Services and the company’s retail business, Mehra noted. Read the article (“Amazon opens bidding to cities for $5 billion ‘HQ2’, a second headquarters”) at www.reuters.com.