Ron Baron Appears on CNBC's Squawk Box

Baron Capital CEO Ron Baron appeared on CNBC's "Squawk Box" on October 14 to discuss the economy, Baron's long-term investment philosophy, and market volatility. Click here to view the interview.

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Alex Umansky Profiled in Barron’s

In a July 30, 2020 profile in Barron’s, “This $1.2 Billion Stock Fund Is Up More Than 40% in 2020. Here's How,” Alex Umansky, Portfolio Manager of Baron Global Advantage Fund, discusses why the kinds of companies he favors -- unique businesses with sustainable competitive advantages and very large addressable markets -- are well positioned for the realities of a COVID-19 world.

News

  • 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.

  • Morningstar UPGRADES ITS RATINGS OF BARON GROWTH FUND AND BARON ASSET FUND TO “SILVER”

    9/30/2020

    In its annual update of its profiles of Baron Growth Fund and Baron Asset Fund, Morningstar upgraded both Funds to its “Silver” Analyst Rating. To view the profiles, visit www.morningstar.com. (Subscription required to access).

    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. © 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied 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. Past performance is no guarantee of future results.

  • Business Insider Features David Baron and Baron Focused Growth Fund

    9/2/2020

    In Business Insider’s September 2, 2020, article, Baron Focused Growth Fund co-Portfolio Manager David Baron discusses the potential advantage of taking the long view. (subscription required for access)

  • CNBC Pro Features Baron Global Advantage Fund

    8/1/2020

    In an August 1, 2020, article, “Investors are pouring into this fund that's riding global disruptors to a 40% return this year,” Baron Global Advantage Fund Portfolio Manager Alex Umansky talks about how the pandemic is compressing the time frame for the disruptive secular changes the Fund focuses on. (subscription required for access)

  • Mike Lippert Discusses Big Tech on CNBC’s Squawk Alley

    7/31/2020

    In a July 31, 2020, appearance, Mike Lippert, Baron’s Head of Technology Research and Portfolio Manager of Baron Opportunity Fund, talks about tech earnings and the risks of regulation. (subscription required for access)

  • Alex Umansky Profiled in Barron’s

    7/30/2020

    In a July 30, 2020 profile in Barron’s, “This $1.2 Billion Stock Fund Is Up More Than 40% in 2020. Here's How,” Alex Umansky, Portfolio Manager of Baron Global Advantage Fund, discusses why the kinds of companies he favors -- unique businesses with sustainable competitive advantages and very large addressable markets -- are well positioned for the realities of a COVID-19 world.

  • Mike Lippert Appears on TD Ameritrade’s “Market on Close”

    7/27/2020

    Mike Lippert, Head of Technology Research at Baron Capital and Portfolio Manager of Baron Opportunity Fund, joins Oliver Renick to talk about differentiating between short term blips and long-term secular trends that have accelerated due to the pandemic.

     

  • Money Life with Chuck Jaffe: The Big Interview Featuring Jeff Kolitch

    7/13/2020

    Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, joins Chuck to chat about how investors may benefit when they look past REITs and invest in service companies and home builders in the real estate space, although he still likes select REITs despite the category’s recent struggles.

  • CNBC Pro Interviews Mike Lippert

    7/6/2020

    Mike Lippert, Baron Capital’s Head of Technology Research and Portfolio Manager of Baron Opportunity Fund, speaks about the importance of thinking about what the post-COVID-19 world will look like from an investment standpoint. (subscription required for access)

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.