Michael Baron

Michael Baron, portfolio manager of Baron Partners Fund^®, talks to Insider about investment selection criteria, and the Fund’s top holdings for long-term investment.

A recent Bloomberg article looks at how active management strategy by Baron Capital portfolio managers Ron Baron and Michael Baron beat the Nasdaq 100 over 5, 10, and 15 years. Read Now

Baron Capital CEO Ron Baron discusses long-term investing and top stock picks in a September 13, 2023, interview on CNBC Squawk Box.

Bloomberg Intelligence discusses the benefits of active management in the performance of Baron Partners Fund® versus the popular QQQ ETF.

In a June 30, 2023, article in Family Wealth Report, Portfolio Manager Michael Baron discusses top stock picks, and why now is the time to invest in small mid-cap growth stocks.  Read the article.

Michael Baron, the portfolio manager of Baron Partners Fund, expressed his perspective on Elon Musk and how his companies align with our investment philosophy in a CityWire Selector article on June 12, 2023.

Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended March 31, 2023. The Funds were honored as top 10 best-performing stock funds across categories for the five-year period.

Baron Durable Advantage Fund was also recognized among the first-quarter Category Kings in 9 Realms. The Fund ranked third in the Large-Cap Growth category for the one-year period.

In a February 7, 2023 interview, Baron Capital CEO Ron Baron discusses investing for the long term in a volatile market.

Forbes interviews Baron Capital CEO Ron Baron about his time-tested approach to long-term investing in growth stocks.

In a November 4, 2022, opinion piece on CNBC, Ron Baron explains how he believes that investing in competitively advantaged companies managed by exceptional people for the long term can help achieve his goal of doubling his investors’ money every five or six years.  Read Now.

Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended September 30, 2022. The Funds were the top two multi-cap growth funds for the five-year period.

CEO Ron Baron’s September 14, 2021 Bloomberg Wealth interview with David Rubenstein is featured in David’s latest book, How to Invest: Masters on the Craft.  In the interview, Ron discusses his early days on Wall Street, the investment principles behind Baron Capital’s growth from $100,000 AUM to tens of billions of dollars, and what convinced him to invest in Tesla years before the mainstream realized the company’s potential.  Watch the full Bloomberg News video.

As of September 30, 2022, the following Baron Funds had holdings in Tesla, Inc.: Baron Partners Fund – 45.5%; Baron Focused Growth Fund – 22.3%; Baron Fifth Avenue Fund – 5.4%; Baron Opportunity Fund – 5.1%; Baron Technology Fund – 3.4%; Baron Global Advantage Fund – 3.3%.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

In an August 25, 2022 appearance, Baron Capital CEO Ron Baron broke down potential buying opportunities he is seeing now.

Citywire interviews CEO and Baron Partners Fund Portfolio Manager Ron Baron about his time-tested investment approach that led him to Tesla, Inc. in 2014, well before the mainstream. Read the August 2, 2022 article [subscription required to access].

As of June 30, 2022, the following Baron Funds had holdings in Tesla, Inc.: Baron Partners Fund – 46.3%; Baron Focused Growth Fund – 23.6%; Baron Fifth Avenue Fund – 5.0%; Baron Opportunity Fund – 5.0%; Baron Technology Fund – 3.1%.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

In a June 22, 2022 interview with Kiplinger, Ron Baron, chairman, CEO, and portfolio manager at Baron Capital, breaks down what he looks for in growth companies, what he emphasizes to his portfolio managers and analysts, and his top stocks for the long run. Read the full Kiplinger article.

Kiplinger columnist Andrew Tanzer speaks with our executive team on our long-term, fundamental, active approach to growth investing. Read the full article on Kiplinger.

In an April 7, 2022 interview on CNBC’s Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.

In an April 7, 2022 interview on CNBC Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.

In a March 21, 2022 article, Baron Partners Fund Portfolio Manager Michael Baron gives his insights on the drivers of the fund’s continued success in a volatile market. The Fund was named a top fund for 2022 in three categories by Investor’s Business Daily.

Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as of December 31, 2021.

Baron Partners Fund, managed by Ron Baron and Michael Baron, was named the top fund in three categories at Investor’s Business Daily’s Best Mutual Funds 2022 Awards.

Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as-of December 31, 2021.

In a February 11, 2022 article, “These 3 Funds Invest Like ARK But Didn’t Fall as Far,” Michael Baron, portfolio manager of Baron Partners Fund, spoke with Barron's about how he successfully navigated 2020 and 2021 -- two entirely different environments for growth stocks.

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

Business Insider featured Baron Capital Founder and CEO Ron Baron and portfolio manager Alex Umansky in a September 2, 2021, article, “A complete guide to the world's best stock pickers, their mutual fund strategies, and their most lucrative bets.” Read the full article on Business Insider.(Subscription required outside the U.S.)

In a July 6, 2021, article, The Wall Street Journal featured Baron Partners Fund in its Winners’ Circle for the 12-month period ended June 30, 2021. Click here (subscription required to access) to read more, including insights from Michael Baron, who manages the Fund and Baron WealthBuilder Fund alongside his father, veteran investor Ron Baron.  

Wall Street Journal Ranking is a one year ranking of the of top-performing mutual funds for the year ended 12/31/2020.  

In Investor’s Business Daily’s Best Mutual Funds 2021, Baron Partners Fund, managed by Ron Baron and Michael Baron, was recognized as the top fund in three categories: U.S. Diversified Stock Funds, Growth Stock Funds and Midcap Funds. Investor's Business Daily's 2021 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10 year time periods as of December 31, 2020.

In a May 6, 2021, interview on Money Life with Chuck Jaffe, Michael Baron, portfolio manager of Baron WealthBuilder Fund and Baron Partners Fund, Michael Baron discusses the drivers of Baron Partners Fund’s 15-year+ run of success and what they're doing to avoid regressing to the mean in the future.

In an April 17, 2021 cover article, “This Billionaire Investor Thinks Elon Musk will be a ‘Trillion Dollar Man’” Forbes profiled Baron Capital founder and CEO Ron Baron, including investment recommendations from Ron and his two sons, David Baron, who co-manages Baron Focused Growth Fund, and Michael Baron, who co-manages Baron Partners Fund and Baron WealthBuilder Fund with Ron.

In an April 5, 2021, article, “The Pandemic Year’s Top Stock-Fund Managers,” The Wall Street Journal featured Baron Partners Fund in its 2020 Winners’ Circle. The article includes insights from Michael Baron, who manages the Fund alongside his father, veteran investor Ron Baron.  

We are pleased to announce that Baron Partners Fund, managed by Ron Baron and Michael Baron, was ranked as the Best U.S. Diversified Mutual Fund for 2020 by Investor’s Business Daily (IBD). In addition, all 10 Baron Funds with at least a 10-year record were recognized for their investment performance by IBD. Read the official announcement on Investor's Business Daily.

IBD’s 2021 Best Mutual Funds Awards recognize funds that have beaten the broad market and beaten their benchmarks over the 1-, 3-, 5- and 10-year periods ended 31 December 2020. IBD evaluated 3,368 mutual funds that have operated for at least 10 years.

In a profile of Baron Partners Fund, managed by Ron Baron and Michael Baron, who also manage Baron WealthBuilder Fund, Investor’s Business Daily describes Baron Partners Fund as “among the elite of the best mutual funds in 2021 in part because it buys stocks not just for today, but for the long term.” Read the full article.

WOWS sat down with Ron Baron to talk about his investment principles and certain investment opportunities throughout his career that have led to Baron Capital’s long-term growth. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund.

In the February 2021 issue of Citywire, Baron Capital founder and CEO Ron Baron talks about finding businesses that are “changing the world and changing the way we live.”

In a February 8, 2021 appearance on CNBC’s “Squawk Box,” Baron Capital CEO Ron Baron talked about Tesla’s recent investment in bitcoin, saying that although he wasn't surprised, he wanted to explore the decision-making process further before reaching a judgment on the purchase.

In a January 29, 2021, interview on the Masters in Business podcast, Baron Capital CEO Ron Baron discusses why he became a believer in long-term investing from his early days of investing in what were then small-cap companies such as McDonald’s, Disney, Federal Express, and Nike.

Baron Opportunity, Baron Partners, Baron Focused Growth, Baron Discovery, Baron WealthBuilder, Baron Global Advantage, and Baron Emerging Markets Funds were listed among Kiplinger’s top funds for 2020. 

In a January 11, 2020, article, The Wall Street Journal featured Baron Partners Fund as its Winners’ Circle runner up for 2020, with insights from Portfolio Managers Ron Baron and Michael Baron. [subscription required for access]

Baron Partners Fund ranked as the top-performing Multicap Growth fund in 2020 and Baron Focused Growth Fund as the second-best performer among Midcap Growth funds in 2020; both funds ranked among "One-Year Best Performers" and Baron Partners Fund also ranked among "Five-Year Best Performers" and "Ten-Year Best Performers," according to Refinitiv Lipper. [subscription required for access]

In a January 4, 2021, article, Michael Baron, co-Portfolio Manager of Baron Partners Fund, offered an upbeat forecast for the disruptive names held in the Fund. Read the full article on Investor's Insider.

In a December 9, 2020 interview with Business Insider, Baron Capital CEO Ron Baron talks about the evolution of his investment process, lessons and mistakes of his career, and the biggest opportunities he sees in the market today.

InThe Wall Street Journal's monthly review of mutual funds and ETFs, Baron Partners Fund ranked among top performing Multicap Growth funds for year-to-date total returns through November 30, 2020, according to Lipper.

Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.

Baron Capital CEO Ron Baron appeared on CNBC's "Squawk Box" on October 14 to discuss the economy, Baron's long-term investment philosophy, and market volatility. Watch the whole videointerview.

Watch the video replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”

Portfolio managers Ron Baron and Michael Baron discuss their concentrated strategy approach in building a fund to beat the market. Read the full article on Investor's Business Daily.

Michael Baron, co-Portfolio Manager of Baron Partners Fund, shared his views on the possible long-term economic consequences of the coronavirus on travel companies. Read the full article on Rueters.

Barron’s sat down with Ron Baron to get his thoughts on investing in growth companies. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Read the full article.

Watch Baron Capital CEO and CIO Ron Baron discuss his outlook on stocks and the U.S. economy in his February 4 appearance on CNBC’s “Squawk Box". 

In the article, “And the Winner Is … The Best Stock-Fund Managers of 2019,” Baron Partners Fund portfolio manager Ron Baron discusses why he believes his concentrated, long-term approach to investing means that more of his holdings have the potential to beat the market in the long run.

Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" on August 20, 2019 to discuss the economy, Baron's long-term investment philosophy, and market volatility. Watch the full interview at www.cnbc.com.

On March 14, 2019 Ron Baron appeared on CNBC’s “Squawk Box” to give his thoughts on companies disrupting their industries. Watch the full segment ont www.cnbc.com.

Baron is pleased to announce that Morningstar has added Baron Discovery Fund and Baron Global Advantage Fund to its “Prospects” list of up-and-coming or under-the-radar strategies that Morningstar Manager Research thinks might be worthy of full coverage someday. Currently, Baron Growth Fund, Baron Asset Fund, Baron Small Cap Fund, Baron Partners Fund, and Baron Emerging Markets Fund all have full coverage by Morningstar.

On February 8, 2019, the Board of Trustees of Baron Select Funds voted to close and liquidate Baron Energy and Resources Fund. More information on the boards vote.

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%).

Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" Tuesday, October 2 to discuss his overall investing strategy and analyze Elon Musk's settlement with the SEC. Watch the full interview at www.cnbc.com.

Baron Capital is pleased to announce the addition of co-portfolio managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, effective August 28, 2018. Neal Rosenberg, Michael Baron, and David Baron will each join Ron Baron as a co-portfolio manager for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, respectively. Read the full PDF announcement for details.

Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" on May 14 to discuss his long-term outlook on stocks and the U.S. economy. Watch a segments of the interview.

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.

In a recent interview with The Wall Street Journal, Ron Baron talked about what makes his investment process distinctive. Read the interview at www.wsj.com (Subscription required to access).

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

Morningstar's Fund Spy featured Baron Partners Fund among its second quarter winners in its article, "Second Quarter in U.S. Stock Funds: Growth on Fire." Read the full online MORNINGSTAR artilce.

"The legacy business is in the 30% operating-margin range. Investment management could have margins of 50% to 60%. There's tremendous opportunity in profitability," said Michael Baron, assistant portfolio manager of Baron Partners Fund. Read the full story at www.barrons.com. (Subscription required to access).

We are pleased to announce that Neal Rosenberg, David Goldsmith, and Michael Baron have been appointed to the position of Assistant Portfolio Manager for Baron Growth Fund, Baron Small Cap Fund, and Baron Partners Fund, respectively. Neal, David, and Michael previously served as research analysts at the firm, and will continue to conduct equity research in their new roles. For more information, please contact us.