News

  • 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, according to Lipper. View the full list at www.wsj.com.

    Among the funds listed were Baron Real Estate FundBaron Partners FundBaron Fifth Avenue Growth FundBaron 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.

  • 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. View the full list at www.wsj.com.

    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.

  • 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).

  • 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.

  • 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 more at www.morningstar.com.

  • 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. For more information, please contact us.

  • 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).

  • 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.