News

  • Ron Baron on CNBC’s “Squawk Box”

    3/11/2019

    On March 14, 2019, Ron Baron appeared on CNBC’s “Squawk Box” to give his thoughts on Tesla and other disruptive stocks, among other topics. To view the full segment, visit www.cnbc.com

  • Randy Gwirtzman Discusses Stocks He Favors With Investor's Business Daily

    3/13/2019

    In the March 11, 2019 issue of Investor’s Business Daily, Randy Gwirtzman, portfolio manager of Baron Discovery Fund, talks about the types of stocks he favors in the current market environment. Read the full article here.

  • Baron Global Advantage Fund Wins Lipper Award

    3/11/2019

    Portfolio manager Alex Umansky’s fund awarded Best Global Multi-Cap Growth Fund at 2019 Lipper Awards. View the announcement here

  • Alex Umansky Ranks First on Citywire’s List of Top Global Multi-Cap Growth Managers

    3/8/2019

    In the February 2019 issue of Citywire Professional Buyer, Citywire ranked Baron Global Advantage Fund Portfolio Manager Alex Umansky first out of 72 portfolio managers in the Global Multi-Cap Growth category, noting that Umansky “boasts the category’s best personal information ratio over the past three years.” To read the full article, visit citywireusa.com. (Subscription required to access).

  • Mike Lippert Appears on CNBC’s “Nightly Business Report”

    2/22/2019

    On February 8, 2019, Baron Opportunity Fund Portfolio Manager Mike Lippert was featured as the “market monitor” on CNBC’s “Nightly Business Report.” In the interview, Mike discussed 3 companies he thinks are leading the way in digitization and cloud computing. To watch the full interview, visit www.nbr.com.

  • Baron Discovery Fund and Baron Global Advantage Fund Added to Morningstar’s Prospects

    2/10/2019

    Baron is pleased to announce that Morningstar has added Baron Discovery Fund and Baron Global Advantage Fund to its “Prospects” list of up-and-coming or under-the-radar strategies that Morningstar Manager Research thinks might be worthy of full coverage someday. Currently, Baron Growth Fund, Baron Asset Fund, Baron Small Cap Fund, Baron Partners Fund, and Baron Emerging Markets Fund all have full coverage by Morningstar.

  • Portfolio Update: Baron Energy & Resources Fund

    2/8/2019

    On February 8, 2019, the Board of Trustees of Baron Select Funds voted to close and liquidate Baron Energy and Resources Fund. For more information, click here.

  • Alex Umansky Featured in Barron’s Article on Emerging Market Stocks

    12/14/2018

    In a December 14 Barron’s article, Alex Umansky, portfolio manager of Baron Global Advantage Fund and Baron Fifth Avenue Growth Fund, discussed several emerging market stocks he likes heading into 2019. To read the full article, visit www.barrons.com. (Subscription required to access).

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

    12/13/2018

    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 November 30, 2018 according to Lipper. To view the full list of "Category Kings," visit http://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.

  • 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%).