News
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Baron Partners Fund, Baron Focused Growth Fund, and Baron Durable Advantage Fund Named Wall Street Journal Top Performers
April 26, 2023 -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.
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Ron Baron Appears on CNBC Squawk Box
February 08, 2023 -In a February 7, 2023 interview, Baron Capital CEO Ron Baron discusses investing for the long term in a volatile market.
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Billionaire Investor Insights from Growth Stock Optimist Ron Baron
December 12, 2022 -Forbes interviews Baron Capital CEO Ron Baron about his time-tested approach to long-term investing in growth stocks.
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Baron Partners Fund and Baron Focused Growth Fund Among Wall Street Journal Winners
October 18, 2022 -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.
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CEO Ron Baron's Interview With Bloomberg Wealth Featured in David Rubenstein's Latest Book
October 11, 2022 -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.
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Learn Five Key Lessons from Portfolio Manager David Baron
September 28, 2022 -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.
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Ron Baron and Baron Partners Fund Featured in Citywire
August 08, 2022 -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.
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Ron Baron: A Fund Legend Shares Stock-Picking Secrets
June 22, 2022 -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.
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Baron Funds: The Masters of Growth Investing
June 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.
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CEO Ron Baron Appears on CNBC’s Squawk Box
April 08, 2022 -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.
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Ron Baron on CNBC’s Squawk Box
April 06, 2022 -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.
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Making the Case for a Concentrated Fund: David Baron in Insider
October 16, 2021 -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.
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Ron Baron Appears on Bloomberg Wealth with David Rubenstein
September 14, 2021 -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.
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Ron Baron and Alex Umansky named among the world’s best stock pickers by Business Insider
September 02, 2021 -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.)
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Ron Baron Profiled in Forbes 400
April 17, 2021 -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.
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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.
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Ron Baron Appears on CNBC’s Squawk Box
February 08, 2021 -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.
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Citywire Profiles Ron Baron
February 08, 2021 -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.”
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Seven Baron Funds Featured in Kiplinger’s “Top Funds in 11 Categories” for 2020
January 23, 2021 -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.
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Baron Partners and Baron Focused Growth Funds Featured in The Wall Street Journal's Category Kings
January 11, 2021 -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]
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Business Insider Profiles Ron Baron
December 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.
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Ron Baron Appears on CNBC's Squawk Box
October 12, 2020 -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.
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Business Insider Features David Baron and Baron Focused Growth Fund
September 02, 2020 -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)
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Ron Baron Appears on CNBC’s “Squawk Box”
June 05, 2020 -Watch the video replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”
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Barron’s Interviews Ron Baron
February 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.
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Ron Baron on CNBC's "Squawk Box"
February 04, 2020 -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".
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Ron Baron Appears on CNBC's "Squawk Box"
August 20, 2019 -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.
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Ron Baron on CNBC’s “Squawk Box”
March 14, 2019 -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.
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The Wall Street Journal Lists Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
December 13, 2018 -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.
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Moelis & Company CEO Ken Moelis at the 2018 Baron Investment Conference
November 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%).
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Iridium Communications CEO Matthew Desch at the Baron Investment Conference
November 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%).
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The Wall Street Journal Ranks Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
November 06, 2018 -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.
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Baron Capital Announces Co-Portfolio Managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund
June 28, 2018 -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.
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Ron Baron Appears on CNBC's "Squawk Box"
May 14, 2018 -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.
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Ron Baron Discusses Investment Strategy with The Wall Street Journal
January 08, 2018 -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).
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David Baron appointed as Assistant Portfolio Manager
June 30, 2017 -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.
Insights
2Q23 Baron Focused Growth Fund Letter
1Q23 Baron Focused Growth Fund Letter
1Q23 Portfolio Manager Insight Series with Michael Baron and David Baron
Watch the 1Q23 webinar recording with Portfolio Managers Michael Baron and David Baron as they provide insights on the market and Baron Partners Fund, Baron Focused Growth Fund, and Baron Focused Growth Strategy.
4Q22 Baron Focused Growth Fund Letter
4Q22 Portfolio Manager Inisght Series with Ron Baron, Michael Baron, and David Baron
Watch the 4Q22 Portfolio Manager insight Seriesrecording with CEO and Portfolio Manager Ron Baron and Portfolio Managers Michael Baron and David Baron as they provide insights on the market and Baron Partners Fund, Baron Focused Growth Fund, and Baron Focused Growth Strategy.
Baron Investor: Baron Focused Growth Fund
Portfolio Managers Ron Baron and David Baron discuss the advantages of a focused portfolio of small- and mid-cap.
3Q22 Baron Focused Growth Fund Letter
2Q22 Ron Baron, Michael Baron & David Baron Conference Call Transcript
2Q22 Ron Baron, Michael Baron & Neal Rosenberg Conference Call Transcript
2Q22 Baron Focused Growth Fund Letter
1Q22 Ron, Michael, and David Baron Conference Call Transcript
1Q22 Baron Focused Growth Fund Letter
1Q22 Ron, David & Michael Baron conference call transcript
Portfolio Manager Insight Series
Our quarterly insight series is your chance to watch live as our portfolio managers discuss the market and their strategies.
4Q21 Baron Focused Growth Fund Letter
3Q21 Ron, David & Michael Baron conference call transcript
3Q21 Baron Focused Growth Fund Letter
2Q21 Baron Focused Growth Fund Letter
Growth Investing in the Current Environment
1Q21 Baron Focused Growth Fund Letter
Baron Funds Tesla Shares
4Q20 Baron Focused Growth Fund Letter
A Focused Approach in a Volatile Market
3Q20 Baron Focused Growth Fund Letter
2Q20 Baron Focused Growth Fund Letter
1Q20 Baron Focused Growth Fund Letter
4Q19 Baron Focused Growth Fund Letter
3Q19 Baron Focused Growth Fund Letter
2Q19 Baron Focused Growth Fund Letter
1Q19 Baron Focused Growth Fund Letter
Baron Insight: The Impact of Millennials on the Consumer Discretionary Sector
4Q18 Baron Focused Growth Fund Letter