News

  • Financial Advisor Profiles Baron Fifth Avenue Growth Fund

    7/2/2018

    Financial Advisor magazine sat down with Baron Fifth Avenue Growth Fund Portfolio Manager Alex Umansky to discuss his investment approach focused on a concentrated portfolio of scalable platform businesses, buying opportunities during market volatility, and risk management, among other topics. Read the article, “The Art of High Conviction Investing,” here.

  • Baron Capital announces co-portfolio managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund

    6/29/2018

    Baron Capital is pleased to announce the addition of co-portfolio managers for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, effective August 28, 2018. Neal Rosenberg, Michael Baron, and David Baron will each join Ron Baron as a co-portfolio manager for Baron Growth Fund, Baron Partners Fund, and Baron Focused Growth Fund, respectively.

  • Mike Lippert Appears on CNBC's "Squawk Box"

    6/27/2018

    Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 27th, 2018 to discuss long-term trends in growth equity markets and the ongoing digitization movement. View his interview at www.cnbc.com.

  • Barron's Features Neal Rosenberg's Commentary on Investing in AI

    6/13/2018

    On June 11, 2018, as part of its 'Focus on Funds' column, Barron's featured commentary from Neal Rosenberg, Assistant Portfolio Manager of Baron Growth Fund. In the article, "Investing in AI? 3 Picks Beyond FAANGs," Neal discusses how Baron is applying its approach to growth investing to the burgeoning AI sector. Read the full feature at www.barrons.com.

  • Mike Lippert Appears on CNBC's "Squawk Box"

    6/5/2018

    Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 7th, 2018 to discuss his take on markets following the White House announcement on China tariffs. View his interview at www.cnbc.com.

  • Cliff Greenberg Featured in Morningstar Magazine

    6/5/2018

    In the June / July 2018 issue of Morningstar magazine, Baron Small Cap Fund Portfolio Manager Cliff Greenberg discussed his investment approach, the evolution of his career, and life beyond business in the 'Ten Questions' spotlight column. Read the full article, "Baron's Cliff Greenberg on small-cap growth investing and a Grateful Dead cover band," at www.morningstar.com.

  • Randy Gwirtzman Quoted by The Wall Street Journal in Article on Small Cap Stock Rally

    5/17/2018

    In the May 17th, 2018 issue of The Wall Street Journal, Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, offered his thoughts on the current investment environment as it relates to the rally in small cap stocks. You can read the full article, "Small Stocks Speed Past Large Caps," at www.wsj.com. (Subscription required to access).

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

    5/14/2018

    Baron Capital CEO and Chief Investment Officer Ron Baron appeared on CNBC's "Squawk Box" on May 14 to discuss his long-term outlook on stocks and the U.S. economy. Watch all segments of the interview here, here, and here.

  • Baron Small Cap Fund Named Among Morningstar Fund Investor's "Favorite Small-Growth Funds"

    5/11/2018

    In Morningstar's May 2018 issue of FundInvestor, Baron Small Cap Fund was highlighted among top-rated small-growth funds in the 'Tracking Morningstar Analyst Ratings' column. You can view the full issue at www.morningstar.com. (Subscription required for 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.

    Baron Capital Inc., bears no responsibility for the external website provided and makes no warranties, either express or implied, concerning the content of such site or any information, products or services linked to the website.

  • Baron Launches Health Care Fund

    4/30/2018

    Baron is pleased to announce the introduction of Baron Health Care Fund, the latest addition to our range of investment vehicles designed to meet our clients’ needs.