Insights & Reports
We believe an informed investor makes better decisions. Explore our latest insights on investing and the markets and learn more about our products.
Institutional Investors
Important Legal Information
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.
By accessing this site you agree to be subject to the site's Terms of Use
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.
Please keep in mind that the opinions and views expressed through the content and commentaries published on the site are just that - opinions and views - and that they are published on the site for informational purposes only. In addition, views and opinions are based on the information available at the time and may not necessarily be shared by Baron Capital Management, Inc., or its employees, in general. As the investing environment changes, so could this information, and Baron Capital Management, Inc. has no responsibility to update it.
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.
PLEASE CONFIRM
By selecting “I Agree” below, you confirm that you are an institutional investor or consultant to an institutional investor.
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.
This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. By clicking “I Agree” below you acknowledge that you have read and understood this important information. Information on this website is issued by Baron Capital, Inc.
If you are a non-U.S. investor or qualified tax-exempt U.S. investor interested in our non-U.S. investment products, please contact Stephen Millar, VP, Head of EMEA, Institutional Sales | +44(0)7769 958822 | smillar@baronfunds.com
PLEASE CONFIRM
By selecting “I Agree” below, you confirm that you are an accredited non-U.S. investor or a qualified tax-exempt U.S. investor.
User Experience Change
PLEASE CONFIRM
The link you have selected is not available within the Institution user experience. You will be switched to view this website as a Financial Advisor.
When you wish to view strategies again, click an 'Institution' link within the 'View As' menu or 'Strategies' in the footer.
Leaving Baron Funds
PLEASE CONFIRM
By selecting “I Agree” below, you confirm that you are aware that you are leaving baronfunds.com website.
The website expresses the viewpoints and opinions of third parties and not necessarily those of Baron Capital, Inc. Baron Capital does not guarantee its accuracy, completeness, or fairness.
2Q22 Quarterly Letters
- Letter From Ron Baron
- Letter From Linda Martinson
- Alex Umansky | Baron Durable Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Alex Umansky | Baron Global Advantage Fund
- Andrew Peck | Baron Asset Fund
- Cliff Greenberg | Baron Small Cap Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Josh Saltman | Baron FinTech Fund
- Mike Lippert | Baron Opportunity Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Michael Kass & Anuj Aggarwal | Baron New Asia Fund
- Neal Kaufman | Baron Health Care Fund
- Randy Gwirtzman & Laird Bieger | Baron Discovery Fund
- Ron Baron & David Baron | Baron Focused Growth Fund
- Ron Baron & Michael Baron | Baron Partners Fund
- Ron Baron & Michael Baron | Baron Wealthbuilder Fund
- Ron Baron & Neal Rosenberg | Baron Growth Fund
Baron Capital Portfolio Manager Webinar Series
Our quarterly webinar series is your chance to watch live as our portfolio managers discuss the market and their strategies.
Latest Insights & Commentary
Update re EPAM Systems, Inc.
Please click on the PDF to read an update on EPAM Systems, Inc.
2021 Distributions
Are EM Equities Poised to Outperform?
We believe now may be an ideal time to invest in emerging markets equities.
Baron Perspective: Inflation: It’s Complicated
Baron President Linda Martinson discusses why inflation’s impact on stock prices depends on what else is going on in the economy and the market.
Baron Investor: Baron Small Cap Fund
Cliff Greenberg, Portfolio Manager of Baron Small Cap Fund, discusses his differentiated approach to investing in small cap stocks.
Baron Investor: Baron Emerging Markets Fund
Portfolio Manager Michael Kass discusses how he finds promising investment opportunities in the complex and dynamic asset class of emerging markets.
Baron Investor: Baron Global Advantage Fund
Alex Umansky, Portfolio Manager of Baron Global Advantage Fund, discusses how he finds his highest conviction ideas in the global equity markets.
Baron Investor: Baron Health Care Fund
Neal Kaufman, portfolio manager of Baron Health Care Fund, discusses the advantages of an active investment approach in navigating the complex and rapidly changing health care landscape.
Baron Investor: Baron International Growth Fund
Portfolio Manager Michael Kass discusses how he finds opportunities through a combination of secular growth themes and bottom-up investing.
Baron Investor: Baron Opportunity Fund
Portfolio Manager Mike Lippert discusses the secular innovation trends that are transforming our society and how he finds companies that are poised to potentially benefit from these trends.
MORE