David Baron

Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended March 31, 2023. The Funds were honored as top 10 best-performing stock funds across categories for the five-year period.

Baron Durable Advantage Fund was also recognized among the first-quarter Category Kings in 9 Realms. The Fund ranked third in the Large-Cap Growth category for the one-year period.

In a February 7, 2023 interview, Baron Capital CEO Ron Baron discusses investing for the long term in a volatile market.

Forbes interviews Baron Capital CEO Ron Baron about his time-tested approach to long-term investing in growth stocks.

Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended September 30, 2022. The Funds were the top two multi-cap growth funds for the five-year period.

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.

In a September 28, 2022 MarketWatch opinion piece, “ David Baron, portfolio manager of Baron Focused Growth Fund, explains why he believes today’s market is a “good buying opportunity.” David also shares five key lessons that he believes may help investors improve their returns. Read the MarketWatch opinion piece.

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 June 22, 2022 interview with Kiplinger, Ron Baron, chairman, CEO, and portfolio manager at Baron Capital, breaks down what he looks for in growth companies, what he emphasizes to his portfolio managers and analysts, and his top stocks for the long run. Read the full Kiplinger article.

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.

In an April 7, 2022 interview on CNBC’s Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.

In an April 7, 2022 interview on CNBC Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.

David Baron, portfolio manager of Baron Focused Growth Fund along with firm founder Ron Baron, talks about why he thinks placing long-term bets on a small set of companies can pay off for investors. Read the full article.

In a September 14, 2021 interview with David Rubenstein, Ron Baron talks about his early days of investing, investment principles for long-term growth, and Tesla’s growth potential. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Watch the full Bloomberg News video. 

Business Insider featured Baron Capital Founder and CEO Ron Baron and portfolio manager Alex Umansky in a September 2, 2021, article, “A complete guide to the world's best stock pickers, their mutual fund strategies, and their most lucrative bets.” Read the full article on Business Insider.(Subscription required outside the U.S.)

In an April 17, 2021 cover article, “This Billionaire Investor Thinks Elon Musk will be a ‘Trillion Dollar Man’” Forbes profiled Baron Capital founder and CEO Ron Baron, including investment recommendations from Ron and his two sons, David Baron, who co-manages Baron Focused Growth Fund, and Michael Baron, who co-manages Baron Partners Fund and Baron WealthBuilder Fund with Ron.

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.

In a February 8, 2021 appearance on CNBC’s “Squawk Box,” Baron Capital CEO Ron Baron talked about Tesla’s recent investment in bitcoin, saying that although he wasn't surprised, he wanted to explore the decision-making process further before reaching a judgment on the purchase.

In the February 2021 issue of Citywire, Baron Capital founder and CEO Ron Baron talks about finding businesses that are “changing the world and changing the way we live.”

Baron Opportunity, Baron Partners, Baron Focused Growth, Baron Discovery, Baron WealthBuilder, Baron Global Advantage, and Baron Emerging Markets Funds were listed among Kiplinger’s top funds for 2020. 

Baron Partners Fund ranked as the top-performing Multicap Growth fund in 2020 and Baron Focused Growth Fund as the second-best performer among Midcap Growth funds in 2020; both funds ranked among "One-Year Best Performers" and Baron Partners Fund also ranked among "Five-Year Best Performers" and "Ten-Year Best Performers," according to Refinitiv Lipper. [subscription required for access]

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.

Baron Capital CEO Ron Baron appeared on CNBC's "Squawk Box" on October 14 to discuss the economy, Baron's long-term investment philosophy, and market volatility. Watch the whole videointerview.

In Business Insider’s September 2, 2020, article, Baron Focused Growth Fund co-Portfolio Manager David Baron discusses the potential advantage of taking the long view. (subscription required for access)

Watch the video replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”

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.

Watch Baron Capital CEO and CIO Ron Baron discuss his outlook on stocks and the U.S. economy in his February 4 appearance on CNBC’s “Squawk Box". 

Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" on August 20, 2019 to discuss the economy, Baron's long-term investment philosophy, and market volatility. Watch the full interview at www.cnbc.com.

On March 14, 2019 Ron Baron appeared on CNBC’s “Squawk Box” to give his thoughts on companies disrupting their industries. Watch the full segment ont www.cnbc.com.

In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through November 30, 2018 according to Lipper.

Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.

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%).

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%).

In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through October 31, 2018 according to Lipper.

Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.

Baron Capital is pleased to announce the addition of co-portfolio managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, effective August 28, 2018. Neal Rosenberg, Michael Baron, and David Baron will each join Ron Baron as a co-portfolio manager for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, respectively. Read the full PDF announcement for details.

Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" on May 14 to discuss his long-term outlook on stocks and the U.S. economy. Watch a segments of the interview.

In a recent interview with The Wall Street Journal, Ron Baron talked about what makes his investment process distinctive. Read the interview at www.wsj.com (Subscription required to access).

We are pleased to announce that David Baron has been appointed to the position of Assistant Portfolio Manager for Baron Focused Growth Fund. We view the role of assistant portfolio manager as a stepping stone to co-management and ultimately portfolio manager. David will also continue in his current role as research analyst. He has served as research analyst, studying leisure, gaming and entertainment, resorts and real estate businesses for thirteen years.