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In an August 25, 2022 appearance, Baron Capital CEO Ron Baron broke down potential buying opportunities he is seeing now.
Citywire interviews CEO and Baron Partners Fund Portfolio Manager Ron Baron about his time-tested investment approach that led him to Tesla, Inc. in 2014, well before the mainstream. Read the August 2, 2022 article [subscription required to access].
As of June 30, 2022, the following Baron Funds had holdings in Tesla, Inc.: Baron Partners Fund – 46.3%; Baron Focused Growth Fund – 23.6%; Baron Fifth Avenue Fund – 5.0%; Baron Opportunity Fund – 5.0%; Baron Technology Fund – 3.1%.
In a June 17, 2022, article on CNBC, Ron Baron said he thinks the current opportunity in growth stocks is as big as when he started Baron Capital 40 years ago. Read the full article. [subscription required to access].
In a March 21, 2022 article, Baron Partners Fund Portfolio Manager Michael Baron gives his insights on the drivers of the fund’s continued success in a volatile market. The Fund was named a top fund for 2022 in three categories by Investor’s Business Daily.
Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as of December 31, 2021.
Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as-of December 31, 2021.
In a February 4, 2022 interview, Alex Umansky, described by Insider as “one of Wall Street's best stock pickers”, discusses the changes he’s making to emerge with a stronger portfolio and explains why value stocks are like “a melting ice cube”.
These Funds were recognized for achieving strong risk-adjusted returns over three-year and five-year time periods ending December 31, 2021.
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Global Advantage Fund, Best Global Multi-Cap Growth Fund over Five Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Health Care Fund, Best Health/Biotechnology Fund over Three Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Partners Fund, Best Multi-Cap Growth Fund over Three Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Opportunity Fund, Best Multi-Cap Growth Fund over Five Years
Refinitiv Lipper Fund Awards United States 2022 Winner, Baron Real Estate Income Fund, Best Real Estate Fund over Three Years
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:All investments are subject to risk and may lose value.
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 on this page reflect those of the respective writer. 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
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.