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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.
Risks: Growth stocks can react differently to issuer, political, market and economic developments than the market as a whole. Non-U.S. investments may involve additional risks to those inherent in U.S. investments, including exchange-rate fluctuations, political or economic instability, the imposition of exchange controls, expropriation, limited disclosure and illiquid markets, resulting in greater share price volatility. Securities of small and medium-sized companies may be thinly traded and more difficult to sell. Companies propelled by innovation, including technology advances and new business models, may present the risk of rapid change and product obsolescence, and their success may be difficult to predict for the long term. In addition to general market conditions, technology companies, including internet-related and information technology companies, as well as companies propelled by new technologies, may present the risk of rapid change and product obsolescence, and their successes may be difficult to predict for the long term. Technology companies may also be adversely affected by changes in governmental policies, competitive pressures and changing demand.
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.
Non-mutual fund products are available to institutional investors only.
Portfolio holdings as a percentage of net assets as of September 30, 2022 for securities mentioned are as follows: NVIDIA Corporation - Baron Fifth Avenue Growth Fund (3.9%), Baron Global Advantage Fund (1.8%), Baron Opportunity Fund (3.2%), Baron Technology Fund (2.7%); Tesla, Inc. - Baron Fifth Avenue Growth Fund (5.4%), Baron Global Advantage Fund (3.3%), Baron Opportunity Fund (5.1%), Baron Technology Fund (3.4%); ServiceNow, Inc. - Baron Fifth Avenue Growth Fund (5.3%), Baron Opportunity Fund (2.3%), Baron Technology Fund (3.5%); Rivian Automotive, Inc. - Baron Fifth Avenue Growth Fund (2.3%), Baron Opportunity Fund (2.9%), Baron Technology Fund (1.0%); Shockwave Medical Inc - Baron Opportunity Fund (1.5%)
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).