News
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Michael Baron Says Now is the Time to Invest in Small Mid-Cap Growth Stocks
June 30, 2023 -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.
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Michael Baron: Why We Bet Big on Tesla Early and It Remains Our Biggest Conviction
June 12, 2023 -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.
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Baron Partners Fund, Baron Focused Growth Fund, and Baron Durable Advantage Fund Named Wall Street Journal Top Performers
April 26, 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.
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Ron Baron Appears on CNBC Squawk Box
February 08, 2023 -In a February 7, 2023 interview, Baron Capital CEO Ron Baron discusses investing for the long term in a volatile market.
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Billionaire Investor Insights from Growth Stock Optimist Ron Baron
December 12, 2022 -Forbes interviews Baron Capital CEO Ron Baron about his time-tested approach to long-term investing in growth stocks.
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Baron Capital CEO Ron Baron Explains His Investment Philosophy
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Baron Partners Fund and Baron Focused Growth Fund Among Wall Street Journal Winners
October 18, 2022 -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.
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CEO Ron Baron's Interview With Bloomberg Wealth Featured in David Rubenstein's Latest Book
October 11, 2022 -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.
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Learn Five Key Lessons from Portfolio Manager David Baron
September 28, 2022 -In a September 28, 2022 MarketWatch opinion piece, “ David Baron, portfolio manager of Baron Focused Growth Fund, explains why he believes today’s market is a “good buying opportunity.” David also shares five key lessons that he believes may help investors improve their returns. Read the MarketWatch opinion piece.
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CEO Ron Baron appears on CNBC Squawk Box
August 23, 2022 -In an August 25, 2022 appearance, Baron Capital CEO Ron Baron broke down potential buying opportunities he is seeing now.
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Ron Baron and Baron Partners Fund Featured in Citywire
August 08, 2022 -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.
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Ron Baron: A Fund Legend Shares Stock-Picking Secrets
June 22, 2022 -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.
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Baron Funds: The Masters of Growth Investing
June 22, 2022 -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.
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Ron Baron Says Bear Market Is a Once-in-a-Generation Buying Opportunity
June 17, 2022 -In a June 17, 2022, article on CNBC, Ron Baron said he thinks the current opportunity in growth stocks is as big as when he started Baron Capital 40 years ago. Read the full article. [subscription required to access].
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CEO Ron Baron Appears on CNBC’s Squawk Box
April 08, 2022 -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.
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Ron Baron on CNBC’s Squawk Box
April 06, 2022 -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.
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Baron Partners Fund Named Investor’s Business Daily Best Mutual Fund in Three Categories
March 25, 2022 -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.
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Baron Partners Fund and Michael Baron Profiled in Investor’s Business Daily
March 25, 2022 -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.
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Baron Partners Fund Featured in Barron’s
March 04, 2022 -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.
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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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Baron Capital: A Firm that Likes To “Think Different”
November 18, 2021 -Baron Capital’s “think different” approach can be a big plus in investing, says Michael Brush, a columnist for MarketWatch. Read the November 18, 2021 MarketWatch piece, which draws on examples across a number of our funds.
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Making the Case for a Concentrated Fund: David Baron in Insider
October 16, 2021 -David Baron, portfolio manager of Baron Focused Growth Fund along with firm founder Ron Baron, talks about why he thinks placing long-term bets on a small set of companies can pay off for investors. Read the full article.
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Ron Baron Appears on Bloomberg Wealth with David Rubenstein
September 14, 2021 -In a September 14, 2021 interview with David Rubenstein, Ron Baron talks about his early days of investing, investment principles for long-term growth, and Tesla’s growth potential. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Watch the full Bloomberg News video.
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Baron Small Cap Fund Featured Among “6 Funds to Play a Rally”
September 07, 2021 -In a September 7, 2021, article, Barrons featured Baron Small Cap Fund as a fund that has outpaced peers and could be well positioned for a recovery in the small cap space. Read the full Baron article. [Subscription required to access]
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Ron Baron and Alex Umansky named among the world’s best stock pickers by Business Insider
September 02, 2021 -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.)
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The Wall Street Journal Ranks Baron Partners Fund as the Third Best Performing Mutual Fund over the past 12 months
July 06, 2021 -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.
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Baron Partners Fund Named Top Fund in Three Categories by Investor’s Business Daily
June 17, 2021 -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.
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Michael Baron, portfolio manager of Baron Partners Fund and Baron WealthBuilder Fund, interviewed on Chuck Jaffe’s Money Life
May 06, 2021 -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.
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Ron Baron Profiled in Forbes 400
April 17, 2021 -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.
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The Pandemic Year’s Top Stock-Fund Managers
April 05, 2021 -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.
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Baron Partners Fund Ranked as Best U.S. Diversified Mutual Fund for 2020 by Investor’s Business Daily
March 24, 2021 -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.
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Investor’s Business Daily profiles Baron Partners Fund as a “Champion’s Champion of Growth Stock Mutual Funds”
March 22, 2021 -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.
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Ron Baron Featured in Welling on Wall St.
March 12, 2021 -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.
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Ron Baron Appears on CNBC’s Squawk Box
February 08, 2021 -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.
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Citywire Profiles Ron Baron
February 08, 2021 -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.”
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Ron Baron Interviewed on Bloomberg’s Masters in Business Podcast
January 31, 2021 -In a January 31, 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.
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Seven Baron Funds Featured in Kiplinger’s “Top Funds in 11 Categories” for 2020
January 23, 2021 -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.
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Baron Partners and Baron Focused Growth Funds Featured in The Wall Street Journal's Category Kings
January 11, 2021 -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]
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Baron Partners Fund Featured as Second-Best Performing Mutual Fund of 2020 by The Wall Street Journal
January 11, 2021 -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]
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Investor’s Business Daily Features Michael Baron as a Top Fund Manager in its Stock Forecast for 2021
January 04, 2021 -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.
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Business Insider Profiles Ron Baron
December 09, 2020 -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.
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THE WALL STREET JOURNAL LISTS BARON PARTNERS FUND AMONG “CATEGORY KINGS”
December 07, 2020 -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.
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Ron Baron Appears on CNBC's Squawk Box
October 12, 2020 -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.
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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.
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Business Insider Features David Baron and Baron Focused Growth Fund
September 02, 2020 -In Business Insider’s September 2, 2020, article, Baron Focused Growth Fund co-Portfolio Manager David Baron discusses the potential advantage of taking the long view. (subscription required for access)
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Ron Baron Appears on CNBC’s “Squawk Box”
June 05, 2020 -Watch the video replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”
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Baron Partners Fund Earns Best Midcap Mutual Fund Award 2020 by Investor’s Business Daily
April 15, 2020 -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.
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Baron’s Response to the Coronavirus Outbreak
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Reuters Interviews Michael Baron on Potential Impact of Coronavirus
March 04, 2020 -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.
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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 full article.
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Baron Capital Appoints Co-Chief Investment Officers
February 20, 2020 -We are pleased to announce that Cliff Greenberg and Andrew Peck have been named Co-Chief Investment Officers of Baron Capital.
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Ron Baron on CNBC's "Squawk Box"
February 04, 2020 -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".
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Baron Partners Fund Ranked Second Best Performer among The Wall Street Journal’s Best Performing U.S-Stock Funds of 2019
January 07, 2020 -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.
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Morningstar Reaffirms Baron Small Cap Fund’s “Silver” Rating
September 18, 2019 -In its annual update of Baron Small Cap Fund’s profile, Morningstar reaffirmed the Fund’s “Silver” Analyst Rating, citing Portfolio Manager Cliff Greenberg’s proven investment process over the 23 years he has managed the Fund and his instrumental role in the Firm’s success. To view the profile, visit www.morningstar.com. (Subscription required to access).
The 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. © Morningstar 2019. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted 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, except where such damages or losses cannot be limited or excluded by law in your jurisdiction.Past financial performance is no guarantee of future results.
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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.
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Zacks Investment Research Features Neal Rosenberg & Baron Growth Fund
July 02, 2019 -In an article on the expanding investment opportunities in the pet industry, Zacks Investment Research quoted Baron Growth Fund Portfolio Manager Neal Rosenberg, noting that he invests in pet companies that “have high barriers to entry, strong cash flow, and scope to gain market share.” To read the full article, visit www.zacks.com.
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Ron Baron on CNBC’s “Squawk Box”
March 14, 2019 -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.
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Baron Discovery Fund and Baron Global Advantage Fund Added to Morningstar’s Prospects List
February 10, 2019 -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.
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Portfolio Update: Baron Energy & Resources Fund
February 08, 2019 -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.
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The Wall Street Journal Lists Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
December 13, 2018 -In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through November 30, 2018 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.
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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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Iridium Communications CEO Matthew Desch at the Baron Investment Conference
November 09, 2018 -At the 2018 Baron Investment Conference, Ron Baron and Matthew Desch, CEO of Iridium Communications, joined CNBC’s “Squawk Box” to discuss Iridium’s satellite network, the growth of the Internet of Things and the competitive landscape for low-earth orbit. Watch the full interview on www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Iridium Communications Inc. are as follows: Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%).
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MSCI CEO Henry Fernandez at the 2018 Baron Investment Conference
November 09, 2018 -At the 2018 Baron Investment Conference, Ron Baron and Henry Fernandez, chairman and CEO of MSCI, joined CNBC’s “Squawk Box” to discuss the state of China and other emerging markets and index investing. Watch the full interview on www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for MSCI, Inc. are as follows: Baron Growth Fund (4.6%).
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The Wall Street Journal Ranks Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
November 06, 2018 -In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through October 31, 2018 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.
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Morningstar Reaffirms Baron Small Cap Fund’s “Silver” Rating
October 11, 2018 -In its annual update of Baron Small Cap Fund’s profile, Morningstar reaffirmed the Fund’s “Silver” Analyst Rating, citing Portfolio Manager Cliff Greenberg’s proven investment process over the 22 years he has managed the Fund and his instrumental role in the Firm’s success. Read the profile at www.morningstar.com. (Subscription required to access).
The 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.
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Ron Baron Appears on CNBC's "Squawk Box"
October 02, 2018 -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.
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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. Read the full PDF announcement for details.
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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. (Subscription required.)
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Cliff Greenberg Featured in Morningstar Magazine
June 05, 2018 -In the June / July 2018 issue of Morningstar magazine, Baron Small Cap Fund Portfolio Manager Cliff Greenberg discussed his investment approach, the evolution of his career, and life beyond business in the 'Ten Questions' spotlight column. Read the full article, "Baron's Cliff Greenberg on small-cap growth investing and a Grateful Dead cover band," from www.morningstar.com.
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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 a segments of the interview.
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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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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).
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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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Ron Baron and company CEOs on CNBC Squawk Box
December 04, 2017 -Ron Baron and three company CEOs appeared on CNBC's Squawk Box during Baron Investment Conference on November 10, 2017.
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Baron Small Cap Fund Earns "Silver" Rating from Morningstar
November 15, 2017 -We are pleased to announce that Baron Small Cap Fund has been awarded Morningstar Research’s “Silver” Analyst Rating.™ Fewer than 2% of funds in Morningstar’s U.S. mutual fund database earn “Silver” or “Gold” ratings. The Fund, managed by Cliff Greenberg since its September 30, 1997 inception, invests in small-sized U.S. companies with significant growth potential.
The 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.
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Morningstar's Fund Spy: Baron Partners Fund among Q2 winners
June 30, 2017 -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.
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David Baron appointed as Assistant Portfolio Manager
June 30, 2017 -We are pleased to announce that David Baron has been appointed to the position of Assistant Portfolio Manager for Baron Focused Growth Fund. We view the role of assistant portfolio manager as a stepping stone to co-management and ultimately portfolio manager. David will also continue in his current role as research analyst. He has served as research analyst, studying leisure, gaming and entertainment, resorts and real estate businesses for thirteen years.
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Michael Baron Quoted in Barron's Cover Story on Morningstar
April 24, 2017 -"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).
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Neal Rosenberg, David Goldsmith and Michael Baron appointed as Assistant Portfolio Managers
December 09, 2016 -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.
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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
Insights
2Q23 Letter from Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
2Q23 Baron Wealthbuilder Fund Letter
2Q23 Baron Partners Fund Letter
2Q23 Baron Growth Fund Letter
2Q23 Baron Focused Growth Fund Letter
1Q23 Letter from Ron
1Q23 Baron Wealthbuilder Fund Letter
1Q23 Baron Growth Fund Letter
1Q23 Baron Focused Growth Fund Letter
1Q23 Baron Partners Fund Letter
4Q22 Letter from Ron
4Q22 Baron Focused Growth Fund Letter
4Q22 Baron WealthBuilder Fund Letter
4Q22 Baron Partners Fund Letter
4Q22 Baron Growth Fund Letter
4Q22 Portfolio Manager Insight Series with Ron Baron, Neal Rosenberg and Michael Baron
Watch the 4Q22 Portfolio Manager insight Seriesrecording with CEO and Portfolio Manager Ron Baron and Portfolio Managers Neal Rosenberg and Michael Baron as they provides insight into the Baron Growth Fund, Baron Small Cap Growth Strategy, and Baron Wealthbuilder Fund.
4Q22 Portfolio Manager Inisght Series with Ron Baron, Michael Baron, and David Baron
Watch the 4Q22 Portfolio Manager insight Seriesrecording with CEO and Portfolio Manager Ron Baron and Portfolio Managers Michael Baron and David Baron as they provide insights on the market and Baron Partners Fund, Baron Focused Growth Fund, and Baron Focused Growth Strategy.
Watch CEO Ron Baron's Keynote Speech at the 29th Annual Baron Investment Conference (27 mins)
Billionaire Investor Insights from Growth Stock Optimist Ron Baron
Forbes interviews Baron Capital CEO Ron Baron about his time-tested approach to long-term investing in growth stocks.
3Q22 Baron Focused Growth Strategy Letter
3Q22 Baron Small Cap Growth Strategy Letter
3Q22 Letter From Ron
Baron Investor: Baron Focused Growth Fund
Portfolio Managers Ron Baron and David Baron discuss the advantages of a focused portfolio of small- and mid-cap.
3Q22 Baron Growth Fund Letter
3Q22 Baron Focused Growth Fund Letter
3Q22 Baron Partners Fund Letter
2Q22 Ron Baron, Michael Baron & David Baron Conference Call Transcript
2Q22 Ron Baron, Michael Baron & Neal Rosenberg Conference Call Transcript
2Q22 Baron Focused Growth Fund Letter
2Q22 Baron Partners Fund Letter
2Q22 Baron Wealthbuilder Fund Letter
2Q22 Baron Growth Fund Letter
2Q22 Letter From Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
Ron Baron: A Fund Legend Shares Stock-Picking Secrets
Baron Funds: The Masters of Growth Investing
Kiplinger columnist Andrew Tanzer speaks with our executive team on our long-term, fundamental, active approach to growth investing.
1Q22 Ron Baron, Michael Baron & Neal Rosenberg Conference Call Transcript
1Q22 Ron, Michael, and David Baron Conference Call Transcript
1Q22 Baron Wealthbuilder Fund Letter
1Q22 Baron Partners Fund Letter
1Q22 Baron Focused Growth Fund Letter
1Q22 Baron Growth Fund Letter
1Q22 Letter From Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
1Q22 Ron, David & Michael Baron conference call transcript
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 Focused Growth Fund Letter
4Q21 Baron Partners Fund Letter
4Q21 Baron WealthBuilder Fund Letter
4Q21 Baron Growth Fund Letter
3Q21 Ron, David & Michael Baron conference call transcript
3Q21 Ron, Michael Baron & Neal Rosenberg conference call transcript
3Q21 Baron WealthBuilder Fund Letter
3Q21 Letter From Ron
Read the latest quarterly update letter from Baron CEO Ron Baron.
3Q21 Baron Partners Fund Letter
3Q21 Baron Focused Growth Fund Letter
3Q21 Baron Growth Fund Letter
2Q21 Baron WealthBuilder Fund Letter
2Q21 Baron Partners Fund Letter
2Q21 Baron Focused Growth Fund Letter
2Q21 Baron Growth Fund Letter
2Q21 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
Growth Investing in the Current Environment
Staying the Course in a Volatile Market
1Q21 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
1Q21 Baron WealthBuilder Fund Letter
1Q21 Baron Focused Growth Fund Letter
1Q21 Baron Partners Fund Letter
1Q21 Baron Growth Fund Letter
Ron Baron on CNBC Squawk Box
Please click here for information related to Ron Baron’s March 4, 2021 on CNBC Squawk Box.
Baron Funds Tesla Shares
Baron Investor: Baron Partners Fund
Portfolio Managers Ron Baron and Michael Baron discuss the investment strategy for this all-cap Fund comprised of their highest conviction ideas.
4Q20 Baron Growth Fund Letter
4Q20 Letter from Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
Baron Partners Fund’s Investment in Tesla, Inc. and How We Manage Risk
Click here to learn more about Baron Partners Fund’s long-held stake in Tesla and our approach to risk in this high-conviction, leveraged Fund.
4Q20 Baron Focused Growth Fund Letter
4Q20 Baron Partners Fund Letter
4Q20 Baron WealthBuilder Fund Letter
FAQs on Baron's Investment in Tesla
Finding and Investing in Small Caps in a Volatile Environment
A Focused Approach in a Volatile Market
3Q20 Letter from Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
3Q20 Baron Focused Growth Fund Letter
3Q20 Baron WealthBuilder Fund Letter
3Q20 Baron Partners Fund Letter
3Q20 Baron Growth Fund Letter
Baron Small Cap Funds Offer Attractive Risk / Return Profiles
An overview of the exceptional risk profile of Baron Discovery Fund, Baron Small Cap Fund, and Baron Growth Fund as of June 30, 2021.
2Q20 Baron WealthBuilder Fund Letter
2Q20 Baron Partners Fund Letter
2Q20 Baron Focused Growth Fund Letter
2Q20 Baron Growth Fund Letter
2Q20 Letter from Ron
Read the latest quarterly update letter from Baron Capital CEO Ron Baron.
The Importance of a Disciplined Investment Approach in a Crisis
Ron Baron, CEO and portfolio manager of Baron Growth Fund and Baron WealthBuilder Fund, Neal Rosenberg, co-portfolio manager of Baron Growth Fund, and Michael Baron, assistant portfolio manager of Baron WealthBuilder Fund, discuss staying the course in a tumultuous market.
1Q20 Baron WealthBuilder Fund Letter
1Q20 Baron Focused Growth Fund Letter
1Q20 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
1Q20 Baron Partners Fund Letter
1Q20 Baron Growth Fund Letter
Ron Baron and Neal Rosenberg: How a Downturn Can Create Opportunities for Long-Term Investors
Ron Baron and Neal Rosenberg, portfolio managers of Baron Growth Fund, discuss how they are finding attractively valued companies with the potential to be key drivers of long-term returns for the Fund.
Ron Baron and Michael Baron: The COVID-19 Pandemic and its Impact on Growth Stocks
Ron Baron and Michael Baron, portfolio managers of Baron Partners Fund, discuss why they believe many high-quality growth stocks will emerge stronger from the current health crisis.
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:
A Message from Ron Baron
Ron Baron shares his thoughts on the coronavirus outbreak and how we are managing our portfolios in response.
4Q20 Baron Growth Fund: A distinctive approach to small-cap growth investing
Baron Growth Fund Summary: A Distinctive Approach to Small-Cap Growth Investing
4Q19 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
Baron Investor: Baron Growth Fund
Portfolio Managers Ron Baron and Neal Rosenberg discuss their time-tested, bottom-up, long-term approach to investing in small cap stocks.
4Q19 Baron WealthBuilder Fund Letter
4Q19 Baron Focused Growth Fund Letter
4Q19 Baron Partners Fund Letter
4Q19 Baron Growth Fund Letter
3Q19 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
3Q19 Baron Focused Growth Fund Letter
3Q19 Baron Growth Fund Letter
3Q19 Baron Partners Fund Letter
3Q19 Baron WealthBuilder Fund Letter
2Q19 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
2Q19 Baron WealthBuilder Fund Letter
2Q19 Baron Focused Growth Fund Letter
2Q19 Baron Partners Fund Letter
2Q19 Baron Growth Fund Letter
1Q19 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron.
1Q19 Baron Focused Growth Fund Letter
1Q19 Baron Growth Fund Letter
1Q19 Baron Partners Fund Letter
1Q19 Baron WealthBuilder Fund Letter
4Q18 Baron Partners Fund Letter
4Q18 Letter from Ron
CEO and Chief Investment Officer Ron Baron discusses the 2018 Baron Investment Conference in the latest Letter from Ron.
4Q18 Letter from Ron Baron
CEO and Chief Investment Officer Ron Baron discusses the 2018 Baron Investment Conference in the latest letter from Ron
4Q18 Baron WealthBuilder Fund Letter
4Q18 Baron Focused Growth Fund Letter
4Q18 Baron Growth Fund Letter
Baron Small Cap Funds Offer Attractive Risk / Return Profiles
An overview of the exceptional risk profile of Baron Discovery Fund, Baron Small Cap Fund, and Baron Growth Fund.
Ron Baron Speaks at the 2018 Investment Conference
View Ron Baron's speech at the 2018 Baron Investment Conference here.
3Q18 Letter from Ron
3Q18 Baron WealthBuilder Fund Letter
3Q18 Baron Focused Growth Fund Letter
3Q18 Baron Growth Fund Letter
3Q18 Baron Partners Fund Letter
2Q18 Baron Focused Growth Fund Letter
2Q18 Baron Partners Fund Letter
2Q18 Baron WealthBuilder Fund Letter
2Q18 Baron Growth Fund Letter
2Q18 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron
1Q18 Baron Focused Growth Fund Letter
1Q18 Baron Partners Fund Letter
1Q18 Letter from Ron
Read the latest quarterly update letter from CEO and Chief Investment Officer Ron Baron
1Q18 Baron WealthBuilder Fund Letter
1Q18 Baron Growth 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.