Neal Rosenberg

Neal Rosenberg Vice President, Portfolio Manager

Managed Products

Biography

Neal joined Baron in 2006 as a research analyst and has 17 years of research experience. In 2018, he was named co-portfolio manager of Baron Growth Fund. From 2004 to 2006, Neal worked at JPMorgan Securities as an equity research analyst. From 2003 to 2004, Neal worked at Merrill Lynch as an associate in the Mergers and Acquisitions group. Neal graduated summa cum laude from the Wharton School of the University of Pennsylvania with a B.S. in Economics in 2002 and with an M.B.A. in 2003.

News

  • Morningstar UPGRADES ITS RATINGS OF BARON GROWTH FUND AND BARON ASSET FUND TO “SILVER”

    September 30, 2020 -

    In its annual update of its profiles of Baron Growth Fund and Baron Asset Fund, Morningstar upgraded both Funds to its “Silver” Analyst Rating. To view the profiles, visit www.morningstar.com. (Subscription required to access).

    Morningstar Analyst Rating is not a credit or risk rating, but a subjective evaluation performed by the analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars (process, performance, people, parent and price). Morningstar’s analysts use this valuation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors and the weightings of each pillar may vary. The Analyst Rating reflects overall assessment and is overseen by Morningstar’s Analyst Rating Committee. The analyst rating scale is five-tiered, with three positive ratings (Gold, Silver, Bronze), a Neutral rating and a Negative rating, with Gold being the highest rating and Negative being the lowest rating. The Morningstar Analyst Ratings should not be used as the sole basis in evaluating a mutual fund and are based on Morningstar’s current expectations about future events. Morningstar does not represent ratings as a guarantee. Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly. The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. A fund with a “Gold” rating distinguishes itself across the five pillars and has garnered the analysts’ highest level of conviction. A fund with a ‘Silver’ rating has notable advantages across several, but perhaps not all, of the five pillars that give the analysts a high level of conviction. A “Bronze”-rated fund has advantages that outweigh the disadvantages across the five pillars, with sufficient level of analyst conviction to warrant a positive rating. A fund with a ‘Neutral’ rating isn’t seriously flawed across the five pillars, nor does it distinguish itself very positively. A “Negative” rated fund is flawed in at least one if not more pillars and is considered an inferior offering to its peers. Analyst Ratings are reevaluated at least every 14 months. © 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

  • Ron Baron Appears on CNBC’s “Squawk Box”

    June 05, 2020 -

    Click here to watch the replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”

  • Barron’s Interviews Ron Baron

    February 28, 2020 -

    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 article here.

  • Ron Baron on CNBC's "Squawk Box"

    February 04, 2020 -

    Click here to 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. 

  • Ron Baron Appears on CNBC's "Squawk Box"

    August 20, 2019 -

    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.

  • Baron Capital Announces Co-Portfolio Managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund

    June 28, 2018 -

    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.

  • Barron's Features Neal Rosenberg's Commentary on Investing in AI

    June 13, 2018 -

    On June 11, 2018, as part of its 'Focus on Funds' column, Barron's featured commentary from Neal Rosenberg, Assistant Portfolio Manager of Baron Growth Fund. In the article, "Investing in AI? 3 Picks Beyond FAANGs," Neal discusses how Baron is applying its approach to growth investing to the burgeoning AI sector. Read the full feature at www.barrons.com.

  • Ron Baron Appears on CNBC's "Squawk Box"

    May 14, 2018 -

    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 all segments of the interview here, here, and here.

  • Ron Baron Discusses Investment Strategy with The Wall Street Journal

    January 08, 2018 -

    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).