News
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Five Baron Funds Win 2022 Lipper Awards
January 21, 2022 -These Funds were recognized for achieving strong risk-adjusted returns over three-year and five-year time periods ending December 31, 2021.
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Global Advantage Fund, Best Global Multi-Cap Growth Fund over Five Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Health Care Fund, Best Health/Biotechnology Fund over Three Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Partners Fund, Best Multi-Cap Growth Fund over Three Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Opportunity Fund, Best Multi-Cap Growth Fund over Five Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Real Estate Income Fund, Best Real Estate Fund over Three Years
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Jeff Kolitch, Portfolio Manager of Baron’s Two Real Estate Funds, Profiled in Financial Advisor
September 01, 2021 -In a September 1, 2021 article in Financial Advisor, “This Go-Anywhere Real Estate Fund Goes Places,” Jeff Kolitch, who manages Baron Real Estate Fund and Baron Real Estate Income Fund, talked about why he takes a broader, more balanced, and more comprehensive approach to investing in real estate than the typical REIT-only fund.
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George Taras of Baron Real Estate Income Fund Talks REITS with Citywire
August 26, 2021 -Citywire interviewed George Taras, a research analyst for Baron Real Estate Income Fund, about the appeal of the fast growing, highly profitable single family rental home REIT category (Subscription required).
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David Kirshenbaum, Assistant Portfolio Manager of Baron Real Estate Income Fund, Interviewed in Value Investor Insight
April 30, 2021 -In an April 30, 2021 article in Value Investor Insight, Baron Real Estate Income Fund Assistant Portfolio Manager David Kirshenbaum discusses how the pandemic-driven disruption to the real estate sector created is generating opportunities for active investment managers in the space.
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Keeping Score in Real Estate
March 17, 2021 -In a March 17, 2021, article in Barron’s, “Keeping Score in Real Estate," Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, discusses his approach to investing in Real Estate and how it differs from his peers.
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Jeff Kolitch Talks REITS on Barron’s Streetwise Podcast
February 27, 2021 -Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, gives his bull case for REITs in a February 27, 2021 podcast hosted by Barron’s columnist Jack Hough.
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Jeff Kolitch Featured in Business Insider
February 17, 2021 -Business Insider featured Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, in its February 17, 2021 article, “A 29-year real estate veteran who's returned 446% to investors in the past decade breaks down the four trends driving the sector in 2021 -- and shares 11 ‘attractively valued’ stocks.”
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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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Baron’s Response to the Coronavirus Outbreak
March 18, 2020 - -
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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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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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.
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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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Ron Baron on CNBC
June 07, 2016 -Ron Baron discusses the market environment and why he’s optimistic about Tesla. Watch the clip on www.CNBC.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. Read the full article (PDF).
Insights
1Q23 Baron Real Estate Strategy Letter
1Q23 Portfolio Manager Insight Series with Jeff Kolitch
Watch the 1Q23 webinar recording with Portfolio Manager Jeff Kolitch as he provides insight into the Real Estate sector, Baron Real Estate Fund / Strategy, and Baron Real Estate Income Fund / Strategy.
1Q23 Baron Real Estate Fund Letter
1Q23 Baron Real Estate Income Fund Letter
4Q22 Baron Real Estate Strategy Letter
4Q22 Baron Real Estate Income Fund Letter
4Q22 Baron Real Estate Fund Letter
4Q22 Portfolio Manager Insight Series with Jeff Kolitch
Watch the 4Q22 Portfolio Manager insight Series recording with Portfolio Manager Jeff Kolitch as he provides insight into the Real Estate sector, Baron Real Estate Fund / Strategy, and Baron Real Estate Income Fund / Strategy.
3Q22 Baron Real Estate Strategy Letter
3Q22 Baron Real Estate Fund Letter
3Q22 Baron Real Estate Income Fund Letter
2Q22 Baron Real Estate Strategy Letter
2Q22 Jeff Kolitch Conference Call Transcript
2Q22 Baron Real Estate Fund Letter
2Q22 Baron Real Estate Income Fund Letter
1Q22 Jeff Kolitch Conference Call Transcript
1Q22 Baron Real Estate Strategy Letter
1Q22 Baron Real Estate Income Fund Letter
1Q22 Baron Real Estate Fund Letter
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 Real Estate Income Fund Letter
4Q21 Baron Real Estate Fund Letter
3Q21 Jeff Kolitch conference call transcript
3Q21 Baron Real Estate Strategy Letter
3Q21 Baron Real Estate Strategy
3Q21 Baron Real Estate Income Fund Letter
3Q21 Baron Real Estate Fund Letter
2Q21 Baron Real Estate Strategy Letter
1Q21 Baron Real Estate Strategy Letter
1Q21 Real Estate Strategy Letter
2Q21 Baron Real Estate Income Fund Letter
Investing in Real Estate in a Dynamic Market
2Q21 Baron Real Estate Fund Letter
1Q21 Baron Real Estate Income Fund Letter
1Q21 Baron Real Estate Fund Letter
Jeff Kolitch: The Case for a Flexible, Active Approach to Investing in Real Estate
Jeff Kolitch, Portfolio Manager of Baron Real Estate Fund and Baron Real Estate Income Fund, discusses the unusual opportunities and potential pitfalls of investing in today’s dynamic real estate market.
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
Baron Real Estate Fund Summary: A Differentiated and Compelling Real Estate Fund
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
Baron Real Estate Fund 2Q19 Performance Review and Portfolio Positioning
1Q19 Baron Real Estate Income Fund Letter
1Q19 Baron Real Estate Fund Letter
Baron Real Estate Fund Portfolio Update
4Q18 Baron Real Estate Strategy 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 Strategy Letter
1Q18 Baron Real Estate Fund Letter
1Q18 Baron Real Estate Income Fund Letter
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.