News
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Money Life with Chuck Jaffe: The Big Interview Featuring Jeff Kolitch
July 10, 2020 -Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, joins Chuck to chat about how investors may benefit when they look past REITs and invest in service companies and home builders in the real estate space, although he still likes select REITs despite the category’s recent struggles.
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Dividend Income Investment Opportunities Featured at the Baron Funds Investment Conference
October 31, 2019 -In addition to delivering long-term capital gains, Baron Funds offers dividend income on some of its funds, as well as opportunities to invest in dividend-paying equities to supplement asset appreciation. To view the article, visit www.divideninvestor.com.
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David Kirshenbaum appointed as Assistant Portfolio Manager for Baron Real Estate Income Fund
April 27, 2018 -We are pleased to announce that David Kirshenbaum has been appointed to the position of Assistant Portfolio Manager for Baron Real Estate Income Fund. David joined Baron in 2010 to support our real estate research efforts. Among his many responsibilities, David has had a leading role in REIT research and investments. He will continue to conduct equity research in his expanded role.
For more information, please contact us.
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The Wall Street Journal Ranks Five Baron Funds Among "Category Kings"
March 05, 2018 -In "The Journal Report," The Wall Street Journal's quarterly review of mutual funds and ETFs, five Baron funds ranked among the top performing funds in their respective peer groups for one-year total return through February 28, 2018 according to Lipper.
Among the funds listed were Baron Real Estate Fund, Baron Partners 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.
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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.
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Baron Launches Three New Funds
January 04, 2018 -Learn about Baron's three new funds: Baron Real Estate Income Fund, Baron Durable Advantage Fund, and Baron WealthBuilder Fund.
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Value Investor Insight Profile | Jeff Kolitch
October 11, 2017 -Baron Real Estate Fund portfolio manager Jeff Kolitch describes why he pursues an "all-inclusive" approach to real estate investing and more in an in-depth Q&A featured in the September 29, 2017 issue of Value Investor Insight.
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Jeff Kolitch quoted in ThinkAdvisor
December 12, 2016 -"Rising interest rates are the number one reason REITs have underperformed since late summer," said Jeff Kolitch, portfolio manager of Baron Real Estate Fund, which invests in many real estate categories, not just REITs. Read the article at www.thinkadvisor.com.
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Jeff Kolitch Featured in InvestmentNews
April 19, 2016 -Jeff Kolitch, portfolio manager of Baron Real Estate Fund, discussed the potential for growth in the real estate market and why investors should think beyond REITs to gain exposure.
Insights
3Q20 Baron Real Estate Fund Summary: A Differentiated and Compelling Real Estate Fund
Baron Real Estate Fund 2Q19 Performance Review and Portfolio Positioning
Baron Real Estate Fund Portfolio Update
4Q18 Baron Real Estate Strategy Letter
1Q18 Baron Real Estate Strategy Letter
4Q20 Baron Real Estate Income Fund Letter
4Q20 Baron Real Estate Fund Letter
Baron Real Estate Fund Decision Tree
We believe there is a strong case to allocate capital to real estate, in the public markets, in an actively managed strategy.
Jeff Kolitch: The Case for Real Estate: Opportunities Abound
The Case for Active Management of Public Real Estate
We believe the case for an actively managed real estate portfolio is particularly compelling right now given the wide dispersion in performance of stocks within real estate and the ability of an active manager to favor “good” categories, avoid “bad” ones, and make opportunistic purchases.
3Q20 Baron Real Estate Income Fund Letter
3Q20 Baron Real Estate Fund Letter
Baron Investor: Baron Real Estate Fund
Jeff Kolitch, Portfolio Manager of Baron Real Estate Fund, discusses the numerous investment opportunities he is seeing in real estate and real estate-related categories.
2Q20 Baron Real Estate Income Fund Letter
2Q20 Baron Real Estate Fund Letter
The Case for Real Estate: Opportunities Abound
The Case for Real Estate – Opportunities Abound
Please join us for a call on May 20, 2020 at 2pm EST with Jeffrey Kolitch, Portfolio Manager of Baron Real Estate Fund (BREIX) and Baron Real Estate Income Fund (BRIIX). Jeff will be discussing the current investment landscape for real estate and where he is finding opportunities. Click here to register.
1Q20 Baron Real Estate Income Fund Letter
1Q20 Baron Real Estate Fund Letter
Jeff Kolitch: The Impact of the COVID-19 Pandemic on Real Estate Stocks
Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, talks about the unique opportunities he is seeing in real estate stocks as a result of the current disruption.
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:
4Q19 Baron Real Estate Income Fund Letter
4Q19 Baron Real Estate Fund Letter
2Q19 Baron Real Estate Strategy Letter
3Q19 Baron Real Estate Income Fund Letter
3Q19 Baron Real Estate Fund Letter
BREAL 3Q19 bullets
2Q19 Baron Real Estate Income Fund Letter
2Q19 Baron Real Estate Fund Letter
1Q19 Baron Real Estate Income Fund Letter
1Q19 Baron Real Estate Fund Letter
4Q18 Baron Real Estate Income Fund Letter
4Q18 Baron Real Estate Fund Letter
3Q18 Baron Real Estate Fund Letter
3Q18 Baron Real Estate Income Fund Letter
2Q18 Baron Real Estate Fund Letter
2Q18 Baron Real Estate Income Fund Letter
During Periods When Yields Have Risen Baron Real Estate Fund Has Outperformed
1Q18 Baron Real Estate Fund Letter
1Q18 Baron Real Estate Income Fund Letter
Baron Investor: Introducing Baron Real Estate Income Fund
Baron is pleased to introduce Baron Real Estate Income Fund. The Fund focuses on dividend-paying real estate securities, with a significant portion comprised of REITs. Baron Real Estate Fund manager Jeffrey Kolitch will manage the Fund.
Baron Launches Three New Funds
Learn about Baron’s three new funds: Baron Real Estate Income Fund, Baron Durable Advantage Fund, and Baron WealthBuilder Fund.
Baron Real Estate Fund Summary: A Differentiated and Compelling Real Estate Fund