Insights

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  • The Wall Street Journal Ranks Baron Opportunity Fund Among “Category Kings”

    October 12, 2018 -

    In the October list of "Category Kings," The Wall Street Journal's analysis of mutual funds and ETFs, Baron Opportunity Fund ranked among the top performing funds in its peer group for year-to-date total return through September 28, according to Lipper. To view the full list, visit www.wsj.com.

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

  • Mike Lippert Appears on TD Ameritrade’s ‘Morning Trade Live’

    September 17, 2018 -

    On September 17, Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on TD Ameritrade’s ‘Morning Trade Live’ program to discuss the secular trends in innovation driving his investment process, as well as several companies that he believes offer significant growth potential. To watch the full interview, visit www.tdameritradenetwork.com.

  • Baron Opportunity Fund and Baron Fifth Avenue Growth Fund Named 'Category Kings' by The Wall Street Journal

    September 10, 2018 -

    In the September edition of "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Fifth Avenue Growth Fund and Baron Opportunity Fund ranked among the top performing funds in their respective peer groups for year-to-date total return through August 31, according to Lipper. To view the full list of “Category Kings,” visit www.wsj.com.

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

  • Barron's Interviews Mike Lippert on Baron Opportunity Fund

    August 31, 2018 -

    Portfolio Manager Mike Lippert talks about reaping the rewards of innovation in a profile of Baron Opportunity Fund, published by Barron’s magazine. Read the full article here.

  • Mike Lippert Appears on CNBC's "Squawk Box"

    June 27, 2018 -

    Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 27th, 2018 to discuss long-term trends in growth equity markets and the ongoing digitization movement. View his interview at www.cnbc.com.

  • Mike Lippert Appears on CNBC's "Squawk Box"

    June 05, 2018 -

    Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 7th, 2018 to discuss his take on markets following the White House announcement on China tariffs. View his interview at www.cnbc.com.

  • Mike Lippert Appears on CNBC's "Squawk Box"

    April 10, 2018 -

    Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's 'Squawk Box' program to discuss uncertainty and volatility in financial markets. You can view the segment at www.cnbc.com.

  • Portfolio Manager Mike Lippert Discusses Baron Opportunity Fund with MarketWatch

    March 22, 2018 -

    MarketWatch interviewed Mike Lippert regarding his thoughts on the future as it relates to Baron Opportunity Fund. Lippert discussed his investment process and his preference for disruptors with fast revenue growth, as well as five companies among his top holdings that he thinks are particularly attractive in today's investment landscape. You can read the article at www.marketwatch.com.

  • Barron's Features Baron Opportunity Fund Portfolio Manager Mike Lippert

    March 19, 2018 -

    In its March 17 Fund of Information column, Barron's quoted Baron Opportunity Fund Portfolio Manager Mike Lippert, who discussed the future of energy and the implications of today's winner-take-all technology landscape for growth investors. The article highlighted Baron Opportunity Fund's strong five-year performance, as well as the attractive average trailing 12-month price/earnings ratio of the Fund's holdings. You can view the column at www.barrons.com (Subscription required for access).

    The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted. For performance information current to the most recent month end, visit www.BaronFunds.com or call 1-800-99BARON.

    Baron Opportunity Fund’s annualized returns for the Institutional Shares as of December 31, 2017: 1-year, 40.88%; 5-year, 13.15%; 10-year, 8.14%; Since Inception (4/30/2004), 6.15%. Annual expense ratio for the Retail Shares and Institutional Shares as of September 30, 2017 was 1.41% and 1.14%, respectively.

  • 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.

  • Barron's Features Michael Lippert's Commentary on FANG Stocks

    September 14, 2017 -

    The September 11, 2017 issue of Barron’s ‘Sector Focus’ column reported on Baron Opportunity Fund portfolio manager Michael Lippert’s “Fueling the FANGs” commentary. Lippert points to personalization as a driver of the potentially ongoing growth of tech stocks. “Even on Netflix, each family member can have his or her own profile, personalized for each individual, not just the family,” he said. “Now turn on your cable box. The guide you see is the same for everybody.” Read the article at www.barrons.com.

  • Portfolio Manager Michael Lippert on PBS 'WealthTrack'

    July 28, 2017 -

    Baron Opportunity Fund portfolio manager Michael Lippert discusses "finding high growth stocks in a low growth world" on PBS 'WealthTrack.' Watch the full program at www.wealthtrack.com.

  • Portfolio Manager Michael Lippert on CNBC

    June 28, 2017 -

    Michael Lippert, portfolio manager of Baron Opportunity Fund, appeared on CNBC’s ‘Halftime Report’ to discuss regulation in the tech industry and assure panelists that shifts in the consumer market are significant enough to keep charging forward. The segment can be viewed at www.cnbc.com.

  • TIME | Michael Lippert quoted on tech leaders

    June 15, 2017 -

    During the late '90s tech run, "we were in the earliest stages of the Internet and it was unclear who the winners were going to be," says Michael Lippert, manager of the Baron Opportunity Fund, which holds more than 40% of its assets in tech shares. "If you look at the world today, most of the leaders have lots of recurring revenues" based on the services they provide, he says. These companies include Facebook, Amazon, Netflix and Alphabet, which are among Lippert's top holdings. Read the full story at www.time.com.