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.
If you are a non-U.S. investor or qualified tax-exempt U.S. investor interested in our non-U.S. investment products, please contact Stephen Millar, VP, Head of EMEA, Institutional Sales | +44(0)7769 958822 | smillar@baronfunds.com
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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.
Linda Martinson President, Chief Operating Officer, Chairman of Baron Funds
Biography
Linda joined Baron in 1983 as the general counsel and was named president and chief operating officer in 2006. From 1979 to 1983, Linda worked for the State of New York as an assistant attorney general. Linda graduated from the University of Pennsylvania with a B.A. in English Literature and Political Science in 1976, from New York Law School with a J.D. in 1979 and from New York University School of Law with an LL.M. in 1981.
Insights
1Q19 Letter from Linda
President and COO Linda Martinson discusses the duration of the bull market and the benefits of staying invested for the long term in her latest quarterly letter.
4Q18 Letter from Linda
President and COO Linda Martinson discusses recent trends in the investment industry
Baron Perspective: Inflation: It’s Complicated
Baron President Linda Martinson discusses why inflation’s impact on stock prices depends on what else is going on in the economy and the market.
2Q21 Letter from Linda
Read the latest quarterly update letter from Baron President Linda Martinson.
1Q21 Letter from Linda
Read the latest quarterly update letter from Baron President Linda Martinson.
Baron Perspective: A Year We Will Remember
Baron Capital President and COO Linda Martinson discusses the unique market conditions of 2020 and the drivers of our Funds’ strong performance during the year.
4Q20 Letter from Linda
Read the latest quarterly update letter from Baron President Linda Martinson.
Baron Perspective: Investing in Health Care
Baron Capital President and COO Linda Martinson discusses Baron’s long history of investing in health care stocks.
3Q20 Letter from Linda
Read the latest quarterly update letter from Baron President Linda Martinson.
2Q20 Letter from Linda
Baron President Linda Martinson discusses the market’s volatile reaction to the COVID-19 pandemic and the advantages of active investing for the long term in such environments.
We Stand for Equality, Inclusion, and Respect
Please read our statement from Baron President and COO Linda Martinson here.
Baron Perspective: Stay Invested, Stay Active, #StaySafe
Baron President Linda Martinson explores the impact of past pandemics on stock market performance and discusses the advantages of active investing for the long term in such environments.
1Q20 Letter from Linda
The potential impact of the COVID-19 pandemic: A historical perspective
Baron Perspective: What Comes Next?
President and COO Linda Martinson discusses the changing nature of society and what it means for the investment community.
4Q19 Letter from Linda
In her latest quarter letter, President and COO Linda Martinson discusses the changing nature of society and what it means for the investment community.
Baron Perspective: Idea Generation
President and COO Linda Martinson discusses Baron’s idea generation process in her latest quarterly letter.
3Q19 Letter from Linda
President and COO Linda Martinson discusses Baron’s idea generation process in her latest quarterly letter.
3Q18 Letter from Linda
President and COO Linda Martinson discusses recent trends in the investment industry
Baron Perspective: Active Strikes Back
President and COO Linda Martinson discusses the state of active management in an increasingly passive investment landscape.
2017 Baron Perspective
Read the quarterly Baron Perspective pieces from President and COO Linda Martinson.