Jeffrey Kolitch

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

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.

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).

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.

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.

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.

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.”

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.

Learn more about Baron's response. 

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.

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%).

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.

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.

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.

Learn about Baron's three new funds: Baron Real Estate Income Fund, Baron Durable Advantage Fund, and Baron WealthBuilder Fund.

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.

"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.

Ron Baron discusses the market environment and why he’s optimistic about Tesla. Watch the clip on www.CNBC.com

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).