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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:
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- 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.
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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.
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Non-U.S. Investors
Baron offers accredited non-U.S. investors and qualified tax-exempt U.S. investors a range of options for investing in the equity market. Our investment vehicles include SICAV funds, separate accounts, collective investment trusts, and Baron USA Partners Fund.
This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. By clicking “I Agree” below you acknowledge that you have read and understood this important information. Information on this website is issued by Baron Capital, Inc.
If you are a non-U.S. investor or qualified tax-exempt U.S. investor interested in our non-U.S. investment products, please contact Stephen Millar, VP, Head of EMEA, Institutional Sales | +44(0)7769 958822 | smillar@baronfunds.com
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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.
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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 full article.
Ron Baron on CNBC’s Squawk Box
In an April 7, 2022 interview on CNBC Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.
Baron Capital Stands With Ukraine
Baron Capital stands in support of Ukraine, Ukrainian refugees, and all those needlessly uprooted from their homes and separated from loved ones due to the Russian invasion of Ukraine. Baron Capital has committed to divesting from all Russian securities as soon as possible. As of February 28, 2022, the total percentage of Russian securities owned across all Baron Funds constituted .02% of assets.
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Five Baron Funds Win 2022 Lipper Awards
These Funds were recognized for achieving strong risk-adjusted returns over three-year and five-year time periods ending December 31, 2021.
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Alex Umansky Is Still Betting on Growth
In a February 4, 2022 interview, Alex Umansky, described by Insider as “Alex thrived as one of Wall Street's best stock pickers — then came the tech rout.” Alex discusses changes he’s made in the wake of the tech rout while staying true to his approach to growth investing. Alex told us the changes he's making to emerge with a stronger portfolio, and explained why value stocks are like 'a melting ice cube.'
Alex manages Baron Global Advantage Fund, Baron Fifth Avenue Growth Fund, and Baron Durable Advantage Fund.
News
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CEO Ron Baron Appears on CNBC’s Squawk Box
4/8/2022
In an April 7, 2022 interview on CNBC’s Squawk Box, CEO Ron Baron explains why he is still a fan of Elon Musk and his companies, and why he plans to stay invested in his top holdings in Baron Partners Fund and Baron Focused Growth Fund.
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Baron Partners Fund and Michael Baron Profiled in Investor’s Business Daily
3/25/2022
In a March 21, 2022 article, Baron Partners Fund Portfolio Manager Michael Baron gives his insights on the drivers of the fund’s continued success in a volatile market. The Fund was named a top fund for 2022 in three categories by Investor’s Business Daily.
Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as of December 31, 2021.
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Baron Partners Fund Named Investor’s Business Daily Best Mutual Fund in Three Categories
3/25/2022
Baron Partners Fund, managed by Ron Baron and Michael Baron, was named the top fund in three categories at Investor’s Business Daily’s Best Mutual Funds 2022 Awards.
Investor's Business Daily's 2022 Best Mutual Funds Award winners have beaten their respective benchmark index in the past one, three, five, and 10-year time periods as-of December 31, 2021.
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Baron Emerging Markets Fund Listed as a Favorite Fund in The Kiplinger 25
3/25/2022
Baron Emerging Markets Fund, managed by Michael Kass, was named among The Kiplinger 25, a list of Kiplinger’s favorite low-fee mutual funds.
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Baron Partners Fund Featured in Barron’s
3/4/2022
In a February 11, 2022 article, “These 3 Funds Invest Like ARK But Didn’t Fall as Far,” Michael Baron, portfolio manager of Baron Partners Fund, spoke with Barron's about how he successfully navigated 2020 and 2021 -- two entirely different environments for growth stocks.
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Alex Umansky Is Still Betting on Growth
2/4/2022
In a February 4, 2022 interview, Alex Umansky, described by Insider as “Alex thrived as one of Wall Street's best stock pickers — then came the tech rout.” Alex discusses changes he’s made in the wake of the tech rout while staying true to his approach to growth investing. Alex told us the changes he's making to emerge with a stronger portfolio, and explained why value stocks are like 'a melting ice cube.'
Alex manages Baron Global Advantage Fund, Baron Fifth Avenue Growth Fund, and Baron Durable Advantage Fund.
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Five Baron Funds Win 2022 Lipper Awards
1/21/2022
These Funds were recognized for achieving strong risk-adjusted returns over three-year and five-year time periods ending December 31, 2021.
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Baron Capital: A Firm that Likes To “Think Different”
11/18/2021
Baron Capital’s “think different” approach can be a big plus in investing, says Michael Brush, a columnist for MarketWatch. Read the November 18, 2021 MarketWatch piece, which draws on examples across a number of our funds.
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Top Tech Picks for the Long Term
11/15/2021
Mike Lippert, portfolio manager of Baron Opportunity Fund and Baron’s Head of Technology Research, joined CNBC’s The Exchange to explain how he looks for companies that can grow “faster for longer.” Read the full CNBC 11/15/21 interview article interview.
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Making the Case for a Concentrated Fund: David Baron in Insider
10/16/2021
David Baron, portfolio manager of Baron Focused Growth Fund along with firm founder Ron Baron, talks about why he thinks placing long-term bets on a small set of companies can pay off for investors. Read the full article.
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.