News

  • Baron Capital Appoints Co-Chief Investment Officers

    2/20/2020

    We are pleased to announce that Cliff Greenberg and Andrew Peck have been named Co-Chief Investment Officers of Baron Capital.

  • Alex Umansky on PBS’s “Consuelo Mack’s WealthTrack”

    2/6/2020

    Click here to watch Baron Global Advantage Fund Portfolio Manager Alex Umansky talk about “big idea” companies in his February 7 appearance on PBS’s “Consuelo Mack’s “WealthTrack.”

  • Ron Baron on CNBC's "Squawk Box"

    2/4/2020

    Click here to watch Baron Capital CEO and CIO Ron Baron discuss his outlook on stocks and the U.S. economy in his February 4 appearance on CNBC’s “Squawk Box. 

  • Business Insider Profiles Alex Umansky & Baron Global Advantage Fund

    1/16/2020

    Business Insider sat down with Baron Global Advantage Fund Portfolio Manager Alex Umansky to discuss the Fund's strong year in 2019. Alex explained why he believes his high-conviction, long-term approach and focus on durable competitive advantages, sustainable growth, and exceptional management mean more of his holdings have the potential to outperform the market over time.

  • Baron Partners Fund Ranked Second Best Performer among The Wall Street Journal’s Best Performing U.S-Stock Funds of 2019

    1/7/2020

    In the article, “And the Winner Is … The Best Stock-Fund Managers of 2019,” Baron Partners Fund portfolio manager Ron Baron discusses why he believes his concentrated, long-term approach to investing means that more of his holdings have the potential to beat the market in the long run. Read the full article from The Wall Street Journal here.

  • Baron Fifth Avenue Growth Fund Featured in Zacks Investment Research

    12/13/2019

    Zacks Investment Research profiled Baron Fifth Avenue Growth Fund, noting its strong performance and lower fees and calling the Fund a “good potential choice for investors right now.” To view the full article, visit www.zacks.com.

  • Dividend Income Investment Opportunities Featured at the Baron Funds Investment Conference

    10/31/2019

    In addition to delivering long-term capital gains, Baron Funds offers dividend income on some of its funds, as well as opportunities to invest in dividend-paying equities to supplement asset appreciation. To view the article, visit www.divideninvestor.com.

  • Baron Discovery Fund Featured in Investor’s Business Daily

    10/7/2019

    Baron Discovery Fund Portfolio Manager Randy Gwirtzman discusses his approach to finding growth stocks in a volatile market. To access the article, visit www.investors.com.

  • Morningstar Reaffirms Baron Small Cap Fund’s “Silver” Rating

    9/18/2019

    In its annual update of Baron Small Cap Fund’s profile, Morningstar reaffirmed the Fund’s “Silver” Analyst Rating, citing Portfolio Manager Cliff Greenberg’s proven investment process over the 23 years he has managed the Fund and his instrumental role in the Firm’s success. To view the profile, visit www.morningstar.com. (Subscription required to 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. © Morningstar 2019. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction.Past financial performance is no guarantee of future results.

  • 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.