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  • Financial Advisor Profiles Baron Fifth Avenue Growth Fund

    July 02, 2018 -

    Financial Advisor magazine sat down with Baron Fifth Avenue Growth Fund Portfolio Manager Alex Umansky to discuss his investment approach focused on a concentrated portfolio of scalable platform businesses, buying opportunities during market volatility, and risk management, among other topics. Read the article, “The Art of High Conviction Investing,” here.

  • Financial Planning Ranks Baron Fifth Avenue Growth Fund Among Top Performing Large Cap Funds Over Three Years

    March 16, 2018 -

    Financial Planning highlighted Baron Fifth Avenue Growth Fund as one of the top 20 best performing mutual funds with at least $100 million in assets over the last three years. You can view the slideshow at www.financialplanning.com.

    As of 8/31/2017, Morningstar calculates its category averages using its Fractional Weighting methodology. Morningstar rankings are based on total returns and do not include sales charges. Total returns do account for management, administrative, and 12b-1 fees and other costs automatically deducted from fund assets.

    As of 12/31/2017, the Morningstar US Fund Large Growth Category consisted of 1,363, 1,109, 787 and 604 share classes for the 1-, 5-, 10-year and since inception (4/30/2004) periods. Morningstar ranked Baron Fifth Avenue Growth Fund in the 2nd, 24th, 44th and 53rd percentiles, respectively, in the category.

  • 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.

  • Business Insider Profiles Baron Fifth Avenue Growth Fund & Portfolio Manager Alex Umansky

    January 19, 2018 -

    Business Insider sat down with Baron Fifth Avenue Growth Fund Portfolio Manager Alex Umansky to discuss his unique, long-term investment approach and the Fund's strong year in 2017. Read the article, "Meet the unconventional portfolio manager who crushed Wall Street last year while barely watching the market," here.

  • 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.

  • MarketWatch Cites Alex Umansky on "Benjamin Button" Companies

    October 31, 2017 -

    Alex Umansky, portfolio manager of Baron Global Advantage Fund and Baron Fifth Avenue Growth Fund, discussed "Benjamin Button" companies in MarketWatch investing columnist Michael Brush's October 31, 2017 column. Alex describes these as "winner take most" companies because of the power that comes from aging in reverse. Read the column at www.marketwatch.com.

  • Barron's Interviews Alex Umansky on Baron Fifth Avenue Growth Fund

    July 11, 2017 -

    Barron’s lead item on its home page today features Baron Fifth Avenue Growth Fund and its portfolio manager Alex Umansky. The Q&A discusses the Fund’s long-term approach and a growing trend in digitization. “We buy the best, most competitively advantaged companies that we can, with a long-term view,” Umansky said. Read the article at www.barrons.com. (Subscription required to access).