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Business Insider sat down with Baron Fifth Avenue Growth Fund Portfolio Manager Alex Umansky to discuss his unique, long-term investment approach and the Fund's strong year in 2017. Read the article, "Meet the unconventional portfolio manager who crushed Wall Street last year while barely watching the market," here.
Baron Discovery Fund was featured in The Wall Street Journal's April 2017 Mutual Fund Quarterly as the runner-up in the “Winner's Circle,” which identifies the U.S. stock fund that turned in the best performance over the preceding 12 months.
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 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.
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.
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.
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).
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.
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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.