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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: Baron Partners Fund and Baron Focused Growth Fund are non-diversified which means, in addition to increased volatility of the Funds’ returns, they will likely have a greater percentage of their assets in a single issuer or a small number of issuers, including in a particular industry than a diversified fund. Single issuer risk is the possibility that factors specific to an issuer to which the Fund is exposed will affect the market prices of the issuer’s securities and therefore the net assets value of the Fund. As of the date of the latest prospectus supplement, about 27% of Baron Focused Growth Fund and about 48% of Baron Partners Funds’ assets were invested in Tesla stock. Therefore, the Funds are exposed to the risk that were Tesla stock to lose significant value, which could happen rapidly, the Funds’ performance would be adversely affected. Specific risks associated with investing in small and medium-sized companies include that the securities may be thinly traded and more difficult to sell during market downturns. Specific risks associated with leverage include increased volatility of the Fund’s returns and exposure of the Fund to greater risk of loss in any given period.
Portfolio holdings as a percentage of net assets as of September 30, 2022 for securities mentioned are as follows: Hyatt Hotels Corp - Baron Asset Fund (1.1%), Baron Focused Growth Fund (5.5%), Baron Partners Fund (3.8%)*, Baron Real Estate Fund (1.1%); Vail Resorts, Inc. - Baron Asset Fund (3.3%), Baron Focused Growth Fund (4.4%), Baron Growth Fund (6.9%), Baron Partners Fund (3.2%)*, Baron Real Estate Fund (2.8%), Baron Real Estate Income Fund (1.5%); 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%); Iridium Communications Inc. - Baron Focused Growth Fund (3.9%), Baron Growth Fund (5.6%), Baron Partners Fund (2.5%)*; BioNTech - Baron Focused Growth Fund (0.4%)
As of September 30, 2022, the Funds did not have holdings in Twitter, Inc., Disney Co, McDonald’s Corp, FedEx Corporation, Nike Inc, Mattel Inc, and Tropicana Products Inc.
*% 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 judgement 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.
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).