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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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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.
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%); 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%); ANSYS, Inc. – Baron Asset Fund (3.2%), Baron Growth Fund (3.5%)
* % of Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this presentation reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.
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