Insights

News

  • David Kirshenbaum appointed as Assistant Portfolio Manager for Baron Real Estate Income Fund

    April 27, 2018 -

    We are pleased to announce that David Kirshenbaum has been appointed to the position of Assistant Portfolio Manager for Baron Real Estate Income Fund. David joined Baron in 2010 to support our real estate research efforts. Among his many responsibilities, David has had a leading role in REIT research and investments. He will continue to conduct equity research in his expanded role.

    For more information, please contact us.

  • 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.

  • 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.

  • Value Investor Insight Profile | Jeff Kolitch

    October 11, 2017 -

    Baron Real Estate Fund portfolio manager Jeff Kolitch describes why he pursues an "all-inclusive" approach to real estate investing and more in an in-depth Q&A featured in the September 29, 2017 issue of Value Investor Insight.

  • Jeff Kolitch quoted in ThinkAdvisor

    December 12, 2016 -

    "Rising interest rates are the number one reason REITs have underperformed since late summer," said Jeff Kolitch, portfolio manager of Baron Real Estate Fund, which invests in many real estate categories, not just REITs. Read the article at www.thinkadvisor.com.

  • Jeff Kolitch Featured in InvestmentNews

    April 19, 2016 -

    Jeff Kolitch, portfolio manager of Baron Real Estate Fund, discussed the potential for growth in the real estate market and why investors should think beyond REITs to gain exposure.