Institutional Investors
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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.
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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.
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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
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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.
Neal Kaufman and Joshua Riegelhaupt Discuss Health Care Trends and Stocks with MarketWatch
In a May 23, 2023, article, MarketWatch described Baron Health Care Fund’s first five years as “exceptional in every sense of the word.” Portfolio Manager Neal Kaufman and Assistant Portfolio Manager Joshua Riegelhaupt talk about what they think has driven that success, transformative trends within health care, and favorite names in the portfolio. Read the full MarketWatch article.
Baron Partners Fund, Baron Focused Growth Fund, and Baron Durable Advantage Fund Named Wall Street Journal Top Performers
Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended March 31, 2023. The Funds were honored as top 10 best-performing stock funds across categories for the five-year period.
Baron Durable Advantage Fund was also recognized among the first-quarter Category Kings in 9 Realms. The Fund ranked third in the Large-Cap Growth category for the one-year period.
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Ron Baron Appears on CNBC Squawk Box
In a February 7, 2023 interview, Baron Capital CEO Ron Baron discusses investing for the long term in a volatile market.
News
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Baron Partners Fund and Baron Focused Growth Fund Among Wall Street Journal Winners
10/18/2022
Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended September 30, 2022. The Funds were the top two multi-cap growth funds for the five-year period.
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Neal Kaufman Featured in Barron’s Roundtable Discussion
10/18/2022
In a September 26, 2022 Barron’s roundtable discussion, “What’s Next for Healthcare,” Neal Kaufman, portfolio manager of Baron Health Care Fund, shares some of his favorite companies. Read more.
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Learn Five Key Lessons from Portfolio Manager David Baron
9/28/2022
In a September 28, 2022 MarketWatch opinion piece, “ David Baron, portfolio manager of Baron Focused Growth Fund, explains why he believes today’s market is a “good buying opportunity.” David also shares five key lessons that he believes may help investors improve their returns. Read the MarketWatch opinion piece.
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Ron Baron Appears on Bloomberg Wealth with David Rubenstein
9/14/2021
In a September 14, 2021 interview with David Rubenstein, Ron Baron talks about his early days of investing, investment principles for long-term growth, and Tesla’s growth potential. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Watch the full Bloomberg News video.
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CEO Ron Baron appears on CNBC Squawk Box
8/23/2022
In an August 25, 2022 appearance, Baron Capital CEO Ron Baron broke down potential buying opportunities he is seeing now.
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Ron Baron and Baron Partners Fund Featured in Citywire
8/8/2022
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%.
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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Alex Umansky Featured in Business Insider
7/21/2022
In a Business Insider article, Portfolio Manager Alex Umansky explains how he is positioning the Baron Global Advantage Fund in response to the recent downturn.
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Baron Funds: The Masters of Growth Investing
6/22/2022
Kiplinger columnist Andrew Tanzer speaks with our executive team on our long-term, fundamental, active approach to growth investing. Read the full article on Kiplinger.
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Ron Baron: A Fund Legend Shares Stock-Picking Secrets
6/22/2022
In a June 22, 2022 interview with Kiplinger, Ron Baron, chairman, CEO, and portfolio manager at Baron Capital, breaks down what he looks for in growth companies, what he emphasizes to his portfolio managers and analysts, and his top stocks for the long run. Read the full Kiplinger article.
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Ron Baron Says Bear Market Is a Once-in-a-Generation Buying Opportunity
6/17/2022
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].
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.