News & Events

• Baron Partners Fund featured as second-best performing mutual fund of 2020 by The Wall Street Journal

  1/11/2021

  In a January 11, 2020, article, The Wall Street Journal featured Baron Partners Fund as its Winners’ Circle runner up for 2020, with insights from Portfolio Managers Ron Baron and Michael Baron. [subscription required for access]

• Baron Partners Fund and Baron Focused Growth Featured in The Wall Street Journal's Category King

  1/11/2021

  Baron Partners Fund ranked as the top-performing Multicap Growth fund in 2020 and Baron Focused Growth Fund as the second-best performer among Midcap Growth funds in 2020; both funds ranked among "One-Year Best Performers" and Baron Partners Fund among "Five-Year Best Performers" and "Ten-Year Best Performers," according to Refinitiv Lipper. [subscription required for access]

• Investor’s Business Daily Features Michael Baron as a Top Fund Manager in its Stock Forecast for 2021

  1/4/2021

  In a January 4, 2021, article, Michael Baron, co-Portfolio Manager of Baron Partners Fund, offered an upbeat forecast for the disruptive names held in the Fund.

• Seeking Alpha features Baron Health Care Fund

  12/28/2020

  In a December 28, 2020, article, Baron Health Care Fund portfolio manager Neal Kaufman and assistant portfolio manager Josh Riegelhaupt are described as active managers “with a great reputation for finding the best choices.” Read the full article here (subscription required for access).

• MORNINGSTAR rates BARON Discovery FUND “SILVER”

  12/11/2020

  We are pleased to announce that Morningstar has given the small cap growth Baron Discovery Fund (Institutional shares) its “Silver” Analyst Rating. To view the profile, visit www.morningstar.com. (Subscription required to access).

  The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. They consider quantitative and qualitative factors in their research. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. For passive strategies, process receives an 80% weighting, while people and parent each receive a 10% weighting. For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. The impact of the weighted pillar scores for people, process and parent on the final Analyst Rating is further modified by a measure of the dispersion of historical alphas among relevant peers. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, the modification by alpha dispersion is not used. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. For active funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that an active fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. For passive funds, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will be able to deliver a higher alpha net of fees than the lesser of the relevant Morningstar category median or 0. The level of the rating relates to the level of expected net alpha relative to Morningstar category peers for passive funds. For certain peer groups where standard benchmarking is not applicable, primarily peer groups of funds using alternative investment strategies, a Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s expectation that a fund will deliver a weighted pillar score above a predetermined threshold within its peer group. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months.

• Business Insider Profiles Ron Baron

  12/9/2020

  In a December 9, 2020 interview with Business Insider, Baron Capital CEO Ron Baron talks about the evolution of his investment process, lessons and mistakes of his career, and the biggest opportunities he sees in the market today.

• THE WALL STREET JOURNAL LISTS BARON PARTNERS FUND AMONG “CATEGORY KINGS”

  12/7/2020

  In The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Partners Fund ranked among top performing Multicap Growth funds for year-to-date total returns through November 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.

• Business Insider Profiles Alex Umansky and Baron Global Advantage Fund

  11/11/2020

  Alex Umansky, described as “one of the world's best stock pickers for years” by Business Insider, discusses the core of his approach and how investors can keep themselves from being led off course in a November 11, 2020 profile.

• Investor’s Business Daily Features Baron Fifth Avenue Growth Fund

  10/2/2020

  Alex Umansky, portfolio manager of Baron Fifth Avenue Growth Fund, discusses the Fund’s winning formula: Investing in Big Ideas.

• Litman Gregory AdvisorIntelligence Interviews Michael Kass, Reiterates EM and International Fund Recommendations

  10/1/2020

  After a recent interview with portfolio manager Michael Kass, Litman Gregory reaffirmed its conviction in Baron Emerging Markets Fund (BEXIX) and Baron International Growth Fund (BINIX), highlighting Michael’s disciplined long-term approach to growth investing, superior understanding of secular trends and business models, and macro-risk overlay as reasons for their recommendation. To view the full article, click here.

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