News

  • Moelis & Company CEO Ken Moelis at the 2018 Baron Investment Conference

    11/9/2018

    At the 2018 Baron Investment Conference, Ron Baron joined Ken Moelis, chairman and CEO of Moelis & Company, on CNBC’s “Squawk Box” to discuss Moelis’ investment strategy and the outlook for M&A activity. To view the full interview, visit www.cnbc.com.

    Portfolio holdings as a percentage of net assets as of September 30, 2018 for Moelis & Company are as follows: Baron Growth Fund (0.6%), Baron Small Cap Fund (0.9%).

  • MSCI CEO Henry Fernandez at the 2018 Baron Investment Conference

    11/9/2018

    At the 2018 Baron Investment Conference, Ron Baron and Henry Fernandez, chairman and CEO of MSCI, joined CNBC’s “Squawk Box” to discuss the state of China and other emerging markets and index investing. To view the full interview, visit www.cnbc.com.

    Portfolio holdings as a percentage of net assets as of September 30, 2018 for MSCI, Inc. are as follows: Baron Growth Fund (4.6%).

  • Iridium Communications CEO Matthew Desch at the Baron Investment Conference

    11/9/2018

    At the 2018 Baron Investment Conference, Ron Baron and Matthew Desch, CEO of Iridium Communications, joined CNBC’s “Squawk Box” to discuss Iridium’s satellite network, the growth of the Internet of Things and the competitive landscape for low-earth orbit. To view the full interview, visit www.cnbc.com.

    Portfolio holdings as a percentage of net assets as of September 30, 2018 for Iridium Communications Inc. are as follows: Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%).

  • Ron Baron Discusses Tesla on CNBC’s “Squawk Box”

    11/9/2018

    At the 2018 Baron Investment Conference on November 9, Ron Baron discussed his views on Tesla with CNBC’s “Squawk Box” after the automaker reported quarterly earnings and announced the appointment of Robyn Denholm as chairperson. To view the full segment, visit www.cnbc.com.

    Portfolio holdings as a percentage of net assets as of September 30, 2018 for Tesla, Inc. are as follows: Baron Energy & Resources Fund (2.8%), Baron Fifth Avenue Growth Fund (0.8%), Baron Focused Growth Fund (10.5%), Baron Global Advantage Fund (0.9%), Baron Opportunity Fund (2.3%), Baron Partners Fund (10.3%).

  • CNBC Covers 2018 Baron Investment Conference

    11/8/2018

    CNBC's "Squawk Box" interviewed Ron Baron and CEOs of several companies in which we are invested, in conjunction with the 2018 Baron Investment Conference on November 9, 2018.

    • 6:00am Ron Baron
    • 6:50am Matthew J. Desch, Iridium Communications Inc.
    • 7:10am Ron Baron
    • 7:40am Henry Fernandez, MSCI, Inc.
    • 8:00am Ken Moelis, Moelis & Company

    Portfolio holdings as a percentage of net assets as of September 30, 2018 for securities mentioned are as follows: Iridium Communications Inc. - Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%); MSCI, Inc. - Baron Growth Fund (4.6%); Moelis & Company - Baron Growth Fund (0.6%), Baron Small Cap Fund (0.9%).

    Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

  • The Wall Street Journal Ranks Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”

    11/6/2018

    In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through October 31, according to Lipper. To view the full list of "Category Kings," visit www.wsj.com.

    Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.

  • The Wall Street Journal Ranks Baron Opportunity Fund Among “Category Kings”

    10/12/2018

    In the October list of "Category Kings," The Wall Street Journal's analysis of mutual funds and ETFs, Baron Opportunity Fund ranked among the top performing funds in its peer group for year-to-date total return through September 28, according to Lipper. To view the full list, visit www.wsj.com.

    Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.

  • Randy Gwirtzman Appears on CNBC's "Squawk Box"

    10/11/2018

    On October 12, Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, appeared on CNBC’s “Squawk Box” program to discuss his thoughts on the current investment landscape. To view the full segment, visit www.cnbc.com.

  • Morningstar Reaffirms Baron Small Cap Fund’s “Silver” Rating

    10/11/2018

    In its annual update of Baron Small Cap Fund’s profile, Morningstar reaffirmed the Fund’s “Silver” Analyst Rating, citing Portfolio Manager Cliff Greenberg’s proven investment process over the 22 years he has managed the Fund and his instrumental role in the Firm’s success. To view the profile, visit www.morningstar.com. (Subscription required to access).

    The Morningstar Analyst Rating is not a credit or risk rating, but a subjective evaluation performed by the analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars (process, performance, people, parent and price). Morningstar’s analysts use this valuation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors and the weightings of each pillar may vary. The Analyst Rating reflects overall assessment and is overseen by Morningstar’s Analyst Rating Committee. The analyst rating scale is five-tiered, with three positive ratings (Gold, Silver, Bronze), a Neutral rating and a Negative rating, with Gold being the highest rating and Negative being the lowest rating. The Morningstar Analyst Ratings should not be used as the sole basis in evaluating a mutual fund and are based on Morningstar’s current expectations about future events. Morningstar does not represent ratings as a guarantee. Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly. The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. A fund with a “Gold” rating distinguishes itself across the five pillars and has garnered the analysts’ highest level of conviction. A fund with a ‘Silver’ rating has notable advantages across several, but perhaps not all, of the five pillars that give the analysts a high level of conviction. A “Bronze”-rated fund has advantages that outweigh the disadvantages across the five pillars, with sufficient level of analyst conviction to warrant a positive rating. A fund with a ‘Neutral’ rating isn’t seriously flawed across the five pillars, nor does it distinguish itself very positively. A “Negative” rated fund is flawed in at least one if not more pillars and is considered an inferior offering to its peers. Analyst Ratings are reevaluated at least every 14 months.

  • Ron Baron Appears on CNBC's "Squawk Box"

    10/1/2018

    Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" Tuesday, October 2 to discuss his overall investing strategy and analyze Elon Musk's settlement with the SEC. Watch the full interview at www.cnbc.com.