Institutional Investors
Important Legal Information
The information contained on this site is intended for institutional investors only, and is published strictly for informational purposes only without regard to the investment objective, financial situation or specific needs of any particular investor. The information is not intended for use by institutional investors in a jurisdiction where distribution or purchase is not authorized.
An institutional investor is one that falls within one or more of the following categories:
- Government entities;
- Sponsors, administrators or consultants of employee benefits plan with at least 100 participants. (This does not include any participants in the plan);
- Qualified plans with at least 100 participants. (This does not include any participants in the plan);
- Any person acting solely on behalf of an institutional investor;
- FINRA member or registered person of such a member, and
- Persons described in FINRA rule 4512(c) which defines "institutional accounts" to include:
- A bank, savings and loan association, insurance company, or registered investment company;
- An SEC or state securities commission - registered investment adviser; or
- Any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
If you do not fall within at least one of the above categories you should not access the information contained in the site.
By accessing this site you agree to be subject to the site's Terms of Use
Baron Capital Management, Inc. makes reasonable efforts to ensure the material on the site is as accurate and timely as possible and that disruptions of service are minimal, Baron Capital Management, Inc. makes no warranty or guarantee concerning the availability of this site or the services or the accuracy of the information on it. In addition, the information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. In fact, the products described herein may not be available to, or suitable for, all investors. You should consider, if appropriate, obtaining independent professional advice before making an investment decision. Please consider the charges, risks, expenses and investment objectives carefully before investing. Nothing on this site is intended to constitute legal or tax advice.
Please keep in mind that the opinions and views expressed through the content and commentaries published on the site are just that - opinions and views - and that they are published on the site for informational purposes only. In addition, views and opinions are based on the information available at the time and may not necessarily be shared by Baron Capital Management, Inc., or its employees, in general. As the investing environment changes, so could this information, and Baron Capital Management, Inc. has no responsibility to update it.
Past performance is not a guarantee of future performance. Investment results and principal value will fluctuate so shares, when redeemed, may be worth more or less than their original cost. Investors should be aware of the additional risks associated with investments in non-diversification, undervalued or overlooked companies and investments in specific industries. Additional risks may include those associated with investing in foreign securities, emerging markets, and companies with relatively small market capitalizations.
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Non-U.S. Investors
Baron offers accredited non-U.S. investors and qualified tax-exempt U.S. investors a range of options for investing in the equity market. Our investment vehicles include SICAV funds, separate accounts, collective investment trusts, and Baron USA Partners Fund.
This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. By clicking “I Agree” below you acknowledge that you have read and understood this important information. Information on this website is issued by Baron Capital, Inc.
For any queries or questions coming from EU/EEA potential investors, please contact Arnaud Gérard, CFA, Managing Director FundRock Distribution at Arnaud.GERARD@Fundrock.com or call +352691992088.
For information on Baron Capital or any queries or questions coming from non-EU/EEA potential investors, please contact Stephen Millar, VP, Head of EMEA Institutional Sales at smillar@baronfunds.com or call +44(0)7769-958822.
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The website expresses the viewpoints and opinions of third parties and not necessarily those of Baron Capital, Inc. Baron Capital does not guarantee its accuracy, completeness, or fairness.
James Stone Vice President, Director of ESG Research
B.A. from University of Michigan
Biography
Jamie joined Baron Capital in 2009 as a research analyst specializing in energy and was named portfolio manager in 2011. In early 2019, he was named Director of ESG Research to initiate and lead our effort in integrating ESG considerations into our investment research process. He has 36 years of research experience. From 2007 to 2009, he worked at Cambridge Investments as a principal and director of research. From 2000 to 2007, he worked at UBS Securities as a managing director and senior analyst. From 1993 to 2000, he worked at Schroder & Co. as a senior research analyst and was named managing director in 1998. From 1988 to 1993, he worked at Kidder, Peabody as a senior research analyst. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.
Insights
Baron Year-End ESG Update for Shareholders
Director of ESG Research Jamie Stone discusses the increasing prominence of ESG issues as we continue to grapple with the impacts of a global pandemic and Baron’s progression in its journey to incorporate ESG issues into its investment and decision making process.