Institutional Investors
Important Legal Information
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.
By accessing this site you agree to be subject to the site's Terms of Use
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.
PLEASE CONFIRM
By selecting “I Agree” below, you confirm that you are an institutional investor or consultant to an institutional investor.
User Experience Change
PLEASE CONFIRM
The link you have selected is not available within the Institution user experience. You will be switched to view this website as a Financial Advisor.
When you wish to view strategies again, click an 'Institution' link within the 'View As' menu or 'Strategies' in the footer.
Leaving Baron Funds
PLEASE CONFIRM
By selecting “I Agree” below, you confirm that you are aware that you are leaving baronfunds.com website.
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.
-
Randy Gwirtzman Appears on CNBC’s "Worldwide Exchange"
On August 20, 2018, Baron Discovery Fund Portfolio Manager Randy Gwirtzman appeared on CNBC’s “Worldwide Exchange” program featuring "America's top-performing fund managers." Gwirtzman discussed his investment strategy, several of Baron Discovery Fund’s holdings, and his outlook on capital markets. View the full interview, "Small-cap Fund Manager Posting Big Returns,” at www.cnbc.com.
Ron Baron on CNBC’s “Squawk Box”
On March 14, 2019 Ron Baron appeared on CNBC’s “Squawk Box” to give his thoughts on companies disrupting their industries. To view the full segment, visit www.cnbc.com.
Barron's Profiles Baron Discovery Fund
On June 20th, 2019, Barron’s published a profile of Baron Discovery Fund. The article discusses the advantages of the Fund’s two-manager structure, its distinctive investment process, and several of its largest holdings. You can view the full article here.
-
Michael Kass Discusses Investments in China and India with Litman Gregory
Michael Kass, portfolio manager of Baron Emerging Markets Fund and Baron International Growth Fund, sat down with Litman Gregory to discuss his perspective on foreign equity markets.
-
Baron Global Advantage Fund Wins Lipper Award
Portfolio Manager Alex Umansky’s Baron Global Advantage Fund was awarded Best Global Multi-Cap Growth Fund at the 2019 Lipper Awards. View the announcement here.
News
-
Zacks Investment Research Features Neal Rosenberg & Baron Growth Fund
7/2/2019
In an article on the expanding investment opportunities in the pet industry, Zacks Investment Research quoted Baron Growth Fund Portfolio Manager Neal Rosenberg, noting that he invests in pet companies that “have high barriers to entry, strong cash flow, and scope to gain market share.” To read the full article, visit www.zacks.com.
-
Baron Fifth Avenue Growth Fund Featured in Investors Business Daily
4/29/2019
In an article recognizing Baron Fifth Avenue Growth Fund as one of the “IBD Best Mutual Funds of 2019,” Investor’s Business Daily profiled portfolio manager Alex Umansky, highlighting his focus on companies with big ideas and his impressive performance over the last 10 years. To read the full article, click here.
-
Mike Lippert Quoted in The Wall Street Journal
4/10/2019
Mike Lippert, portfolio manager of Baron Opportunity Fund, was quoted in The Wall Street Journal on Tech Stock’s Rise. Read the full article here.
-
Citywire: Alex Umansky and Baron Global Advantage Fund
4/8/2019
Citywire ranked Portfolio Manager Alex Umansky first out of 72 portfolio managers in the Global Multi-Cap Growth category. Read the full article here.
-
Baron Discovery Fund Named in Morningstar’s Prospects That Are “Worth a Look”
3/27/2019
Baron Discovery Fund, co-managed by Randy Gwirtzman and Laird Bieger, was highlighted in Morningstar’s FundInvestor as an “intriguing, open small-cap option” among the most recent list of Morningstar Prospects. Download a free copy of FundInvestor by visiting the website.
-
Ron Baron on CNBC’s “Squawk Box”
3/14/2019
On March 14, 2019 Ron Baron appeared on CNBC’s “Squawk Box” to give his thoughts on companies disrupting their industries. To view the full segment, visit www.cnbc.com.
-
Randy Gwirtzman Discusses Stocks He Favors With Investor's Business Daily
3/11/2019
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 Baron Global Advantage Fund was awarded Best Global Multi-Cap Growth Fund at the 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.”
-
Mike Lippert Appears on CNBC’s “Nightly Business Report”
2/8/2019
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.
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.