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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.
Financial Advisor Profiles Baron Fifth Avenue Growth Fund
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.
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.
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Ron Baron Discusses Tesla on CNBC’s “Squawk Box”
At the 2018 Baron Investment Conference on November 9, Ron Baron discussed his views on Tesla with CNBC’s “Squawk Box” after the automaker reported quarterly earnings and announced the appointment of Robyn Denholm as chairperson. To view the full segment, visit www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Tesla, Inc. are as follows: Baron Energy & Resources Fund (2.8%), Baron Fifth Avenue Growth Fund (0.8%), Baron Focused Growth Fund (10.5%), Baron Global Advantage Fund (0.9%), Baron Opportunity Fund (2.3%), Baron Partners Fund (10.3%).
News
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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.
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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).
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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.
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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%).
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MSCI CEO Henry Fernandez at the 2018 Baron Investment Conference
11/9/2018
At the 2018 Baron Investment Conference, Ron Baron and Henry Fernandez, chairman and CEO of MSCI, joined CNBC’s “Squawk Box” to discuss the state of China and other emerging markets and index investing. To view the full interview, visit www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for MSCI, Inc. are as follows: Baron Growth Fund (4.6%).
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Iridium Communications CEO Matthew Desch at the Baron Investment Conference
11/9/2018
At the 2018 Baron Investment Conference, Ron Baron and Matthew Desch, CEO of Iridium Communications, joined CNBC’s “Squawk Box” to discuss Iridium’s satellite network, the growth of the Internet of Things and the competitive landscape for low-earth orbit. To view the full interview, visit www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Iridium Communications Inc. are as follows: Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%).
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Ron Baron Discusses Tesla on CNBC’s “Squawk Box”
11/9/2018
At the 2018 Baron Investment Conference on November 9, Ron Baron discussed his views on Tesla with CNBC’s “Squawk Box” after the automaker reported quarterly earnings and announced the appointment of Robyn Denholm as chairperson. To view the full segment, visit www.cnbc.com.
Portfolio holdings as a percentage of net assets as of September 30, 2018 for Tesla, Inc. are as follows: Baron Energy & Resources Fund (2.8%), Baron Fifth Avenue Growth Fund (0.8%), Baron Focused Growth Fund (10.5%), Baron Global Advantage Fund (0.9%), Baron Opportunity Fund (2.3%), Baron Partners Fund (10.3%).
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CNBC Covers 2018 Baron Investment Conference
11/8/2018
CNBC's "Squawk Box" interviewed Ron Baron and CEOs of several companies in which we are invested, in conjunction with the 2018 Baron Investment Conference on November 9, 2018.
- 6:00am Ron Baron
- 6:50am Matthew J. Desch, Iridium Communications Inc.
- 7:10am Ron Baron
- 7:40am Henry Fernandez, MSCI, Inc.
- 8:00am Ken Moelis, Moelis & Company
Portfolio holdings as a percentage of net assets as of September 30, 2018 for securities mentioned are as follows: Iridium Communications Inc. - Baron Growth Fund (2.8%), Baron Focused Growth Fund (7.5%); MSCI, Inc. - Baron Growth Fund (4.6%); Moelis & Company - Baron Growth Fund (0.6%), Baron Small Cap Fund (0.9%).
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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The Wall Street Journal Ranks Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
11/6/2018
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 October 31, 2018 according to Lipper. To view the full list of "Category Kings," visit 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.
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The Wall Street Journal Ranks Baron Opportunity Fund Among “Category Kings”
10/12/2018
In the October list of "Category Kings," The Wall Street Journal's analysis of mutual funds and ETFs, Baron Opportunity Fund ranked among the top performing funds in its peer group for year-to-date total return through September 28, according to Lipper. To view the full list, visit 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.