Institutional Investors
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The information contained on this site is intended for institutional investors only, and is published strictly for informational purposes only without regard to the investment objective, financial situation or specific needs of any particular investor. The information is not intended for use by institutional investors in a jurisdiction where distribution or purchase is not authorized.
An institutional investor is one that falls within one or more of the following categories:
- Government entities;
- Sponsors, administrators or consultants of employee benefits plan with at least 100 participants. (This does not include any participants in the plan);
- Qualified plans with at least 100 participants. (This does not include any participants in the plan);
- Any person acting solely on behalf of an institutional investor;
- FINRA member or registered person of such a member, and
- Persons described in FINRA rule 4512(c) which defines "institutional accounts" to include:
- A bank, savings and loan association, insurance company, or registered investment company;
- An SEC or state securities commission - registered investment adviser; or
- Any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
If you do not fall within at least one of the above categories you should not access the information contained in the site.
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Baron Capital Management, Inc. makes reasonable efforts to ensure the material on the site is as accurate and timely as possible and that disruptions of service are minimal, Baron Capital Management, Inc. makes no warranty or guarantee concerning the availability of this site or the services or the accuracy of the information on it. In addition, the information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. In fact, the products described herein may not be available to, or suitable for, all investors. You should consider, if appropriate, obtaining independent professional advice before making an investment decision. Please consider the charges, risks, expenses and investment objectives carefully before investing. Nothing on this site is intended to constitute legal or tax advice.
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Past performance is not a guarantee of future performance. Investment results and principal value will fluctuate so shares, when redeemed, may be worth more or less than their original cost. Investors should be aware of the additional risks associated with investments in non-diversification, undervalued or overlooked companies and investments in specific industries. Additional risks may include those associated with investing in foreign securities, emerging markets, and companies with relatively small market capitalizations.
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Non-U.S. Investors
Baron offers accredited non-U.S. investors and qualified tax-exempt U.S. investors a range of options for investing in the equity market. Our investment vehicles include SICAV funds, separate accounts, collective investment trusts, and Baron USA Partners Fund.
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For any queries or questions coming from EU/EEA potential investors, please contact Arnaud Gérard, CFA, Managing Director FundRock Distribution at Arnaud.GERARD@Fundrock.com or call +352691992088.
For information on Baron Capital or any queries or questions coming from non-EU/EEA potential investors, please contact Stephen Millar, VP, Head of EMEA Institutional Sales at smillar@baronfunds.com or call +44(0)7769-958822.
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Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99BARON or visiting www.BaronFunds.com. Please read them carefully before investing.
Risks: All investments are subject to risk and may lose value.
The performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted.
Risks: All investments are subject to risk and may lose value.
Portfolio holdings as a percentage of net assets as of September 30, 2022 for securities mentioned are as follows: Tesla, Inc. – Baron Opportunity Fund (5.1%), Baron Partners Fund (45.5%)*, Baron Fifth Avenue Growth Fund (5.4%), Baron Focused Growth Fund (22.3%), Baron Global Advantage Fund (3.3%), Baron Technology Fund (3.4%); Space Exploration Technologies Corp. – Baron Asset Fund (1.5%),Baron Opportunity Fund (2.2%), Baron Partners Fund (6.8%)*, Baron Fifth Avenue Growth Fund (0.8%), Baron Focused Growth Fund (9.7%), Baron Global Advantage Fund (2.1%); MSCI, Inc. – Baron Asset Fund (0.3%), Baron Growth Fund (10.4%), Baron Partners Fund (1.2%)*, Baron Focused Growth Fund (4.3%), Baron Durable Advantage Fund (3.0%), Baron FinTech Fund (3.3%); FactSet Research Systems, Inc. – Baron Asset Fund (3.8%), Baron Growth Fund (7.6%), Baron Partners Fund (4.1%)*, Baron Focused Growth Fund (4.9%), Baron FinTech Fund (1.9%); Arch Capital Group Ltd. – Baron Asset Fund (2.6%), Baron Growth Fund (6.6%), Baron Partners Fund (4.2%)*, Baron Focused Growth Fund (5.6%), Baron International Growth Fund (2.5%), Baron Durable Advantage Fund (4.9%); The Charles Schwab Corp. – Baron Asset Fund (3.2%), Baron Partners Fund (4.2%)*, Baron FinTech Fund (2.5%); Kinsale Capital Group, Inc. – Baron Growth Fund (4.1%), Baron Small Cap Fund (3.2%), Baron Discovery Fund (5.6%), Baron FinTech Fund (1.6%); Vail Resorts, Inc. – Baron Asset Fund (3.3%), Baron Growth Fund (6.9%), Baron Partners Fund (3.2%)*, Baron Focused Growth Fund (4.4%), Baron Real Estate Fund (2.8%), Baron Real Estate Income Fund (1.5%); Hyatt Hotels Corp. – Baron Asset Fund (1.1%), Baron Partners Fund (3.8%)*, Baron Focused Growth Fund (5.5%), Baron Real Estate Fund (1.1%); Choice Hotels International, Inc. – Baron Asset Fund (1.5%), Baron Growth Fund (5.2%), Baron Focused Growth Fund (2.3%); IDEXX Laboratories, Inc. – Baron Asset Fund (5.6%), Baron Growth Fund (2.9%), Baron Small Cap Fund (0.5%), Baron Partners Fund (3.7%)*, Baron Health Care Fund (0.9%); Mettler-Toledo International, Inc. – Baron Asset Fund (5.0%), Baron Growth Fund (1.2%), Baron Small Cap Fund (0.9%), Baron Durable Advantage Fund (1.5%), Baron Health Care Fund (1.7%); CoStar Group, Inc. – Baron Asset Fund (4.3%), Baron Growth Fund (5.8%), Baron Opportunity Fund (2.9%), Baron Partners Fund (7.2%)*, Baron Focused Growth Fund (5.5%), Baron Real Estate Fund (4.9%), Baron FinTech Fund (1.7%), Baron Technology Fund (4.2%); Gartner, Inc. – Baron Asset Fund (9.8%), Baron Growth Fund (6.7%), Baron Small Cap Fund (6.0%), Baron Opportunity Fund (4.6%), Baron Partners Fund (2.7%)*, Baron Technology Fund (3.8%); ANSYS, Inc. – Baron Asset Fund (3.2%), Baron Growth Fund (3.5%); Iridium Communications Inc. – Baron Growth Fund (5.6%), Baron Partners Fund (2.5%)*, Baron Focused Growth Fund (3.9%); Gaming and Leisure Properties, Inc. –Baron Growth Fund (3.8%), Baron Partners Fund (1.3%)*, Baron Real Estate Fund (1.4%), Baron Real Estate Income Fund (2.4%); Bio-Techne Corporation – Baron Asset Fund (2.9%), Baron Growth Fund (3.5%), Baron Health Care Fund (4.2%); Marriott Vacations Worldwide Corp. –Baron Growth Fund (2.4%), Baron Partners Fund (1.4%)*, Baron Focused Growth Fund (2.1%), Baron Real Estate Fund (1.9%); Guidewire Software, Inc. – Baron Asset Fund (2.2%), Baron Growth Fund (1.0%), Baron Small Cap Fund (1.9%), Baron Opportunity Fund (1.1%), Baron Partners Fund (0.9%)*, Baron Focused Growth Fund (3.0%), Baron Discovery Fund (1.4%), Baron FinTech Fund (1.8%) Alexandria Real Estate Equities, Inc. - Baron Asset Fund (0.6%), Baron Growth Fund (1.7%), Baron Health Care Fund (0.8%), Baron Real Estate Fund (1.2%), Baron Real Estate Income Fund (2.2%); Alphabet Inc. - Baron Durable Advantage Fund (5.3%), Baron Fifth Avenue Growth Fund (7.8%), Baron Opportunity Fund (7.9%), Baron Technology Fund (2.8%); Amazon.com, Inc. - Baron Durable Advantage Fund (7.1%), Baron Fifth Avenue Growth Fund (9.2%), Baron Global Advantage Fund (5.2%), Baron Opportunity Fund (6.5%), Baron Technology Fund (10.2%); Cohen & Steers, Inc. - Baron Growth Fund (1.9%), Baron Partners Fund (0.5%)*; Constellation Software, Inc. - Baron International Growth Fund (1.7%); DexCom, Inc. - Baron Asset Fund (1.4%), Baron Health Care Fund (0.7%), Baron Small Cap Fund (1.4%); Equinix, Inc. - Baron Asset Fund (0.9%), Baron Opportunity Fund (1.0%), Baron Real Estate Fund (2.8%), Baron Real Estate Income Fund (6.5%); Eurofins Scientific SE - Baron International Growth Fund (1.3%); Kingdee International Software Group Co. Ltd. - Baron Emerging Markets Fund (0.6%), Baron International Growth Fund (0.4%), Baron New Asia Fund (0.6%); Mastercard Incorporated - Baron Durable Advantage Fund (4.2%), Baron Fifth Avenue Growth Fund (5.8%), Baron FinTech Fund (4.6%), Baron Opportunity Fund (2.3%), Baron Technology Fund (2.6%); Morningstar, Inc. - Baron Growth Fund (3.2%); SBA Communications Corp. - Baron Asset Fund (2.2%), Baron Real Estate Fund (1.9%), Baron Real Estate Income Fund (2.5%), Baron Small Cap Fund (1.8%); The Trade Desk - Baron Asset Fund (0.9%), Baron Fifth Avenue Growth Fund (1.0%), Baron Opportunity Fund (1.5%), Baron Small Cap Fund (1.1%), Baron Technology Fund (2.0%); TransDigm Group, Inc. - Baron Small Cap Fund (1.7%); Waste Connections, Inc. - Baron Small Cap Fund (1.5%)
* % of Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).