View As:
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.
-
Barron’s Interviews Ron Baron
Barron’s sat down with Ron Baron to get his thoughts on investing in growth companies. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund. Read the article here.
Ron Baron Appears on CNBC’s “Squawk Box”
Click here to watch the replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”
Randy Gwirtzman Featured on TD Ameritrade Network
Randy Gwirtzman, co-Portfolio Manager of Baron Discovery Fund, discusses investment opportunities in the health care sector generated by the COVID-19 pandemic in a May 29, 2020, interview with Oliver Renick. Click here to watch.
-
Money Life with Chuck Jaffe: The Big Interview featuring Mike Lippert
In a May 14, 2020, interview with veteran financial journalist Chuck Jaffe, Mike Lippert, portfolio manager of Baron Opportunity Fund, discusses investment opportunities in cloud computing and other technologies that stand to benefit from a more permanent, long-term shift to independent work spaces.
-
Baron Announces New Research Roles
Baron Capital is pleased to announce that Mike Lippert has been named Head of Technology Research. In addition, Ishay Levin has been promoted to assistant portfolio manager of Baron Opportunity Fund and Guy Tartakovsky has been promoted to assistant portfolio manager of Baron Global Advantage Fund.
News
-
Mike Lippert to appear on CNBC’s “Squawk Alley”
7/2/2020
Mike Lippert, Head of Technology Research at Baron Capital and Portfolio Manager of Baron Opportunity Fund, will appear on CNBC’s “Squawk Alley” on Monday, July 6, at 11am. Mike will be discussing what is happening in the technology market today as a result of the COVID-19 pandemic.
-
Forbes/SHOOK Interviews Ron Baron
6/25/2020
Baron Capital CEO Ron Baron discusses why he believes the current uncertainty in the markets actually plays to the strengths of the firm’s investment philosophy.
-
Ron Baron Appears on CNBC’s “Squawk Box”
6/5/2020
Click here to watch the replay of Baron Capital CEO Ron Baron’s June 9, 2020 appearance on CNBC’s “Squawk Box.”
-
Randy Gwirtzman Featured on TD Ameritrade Network
5/29/2020
Randy Gwirtzman, co-Portfolio Manager of Baron Discovery Fund, discusses investment opportunities in the health care sector generated by the COVID-19 pandemic in a May 29, 2020, interview with Oliver Renick. Click here to watch.
-
Mike Lippert featured on Advisor Perspectives: “How the Baron Opportunity Fund outperformed in Q1”
5/18/2020
In a May 18, 2020 interview on the Gaining Perspective podcast, Baron Opportunity Fund Portfolio Manager Mike Lippert discusses how he finds companies poised to potentially benefit from long-term secular growth trends in a volatile and uncertain investment environment. Click here to listen to the podcast.
-
Money Life with Chuck Jaffe: The Big Interview featuring Mike Lippert
5/15/2020
In a May 14, 2020, interview with veteran financial journalist Chuck Jaffe, Mike Lippert, portfolio manager of Baron Opportunity Fund, discusses investment opportunities in cloud computing and other technologies that stand to benefit from a more permanent, long-term shift to independent work spaces.
-
Anuj Aggarwal Named Assistant Portfolio Manager of Baron Emerging Markets Fund
5/15/2020
We are pleased to announce that Anuj Aggarwal has been appointed to the position of Assistant Portfolio Manager of Baron Emerging Markets Fund, working with Portfolio Manager Michael Kass. Anuj joined Baron in 2012 to support our emerging markets and international research efforts, and has a total of 12 years of research experience. He will continue to conduct equity research in his expanded role.
For more information, please contact us.
-
Baron Cancels 2020 Annual Investment Conference
5/11/2020
For more information, please click here.
-
The Wall Street Journal Lists Baron Fifth Avenue Growth Fund Among “Category Kings”
5/4/2020
The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Fifth Avenue Growth Fund ranked among the top performing funds in its peer group for year-to-date total returns through April 30, 2020, according to Lipper.
Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
-
Mike Lippert Featured on TD Ameritrade Network
5/4/2020
Mike Lippert, portfolio manager of Baron Opportunity Fund and Head of Technology Research, discusses digital transformation in the “new normal” world in a May 4, 2020, interview with Oliver Renick.
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.