Institutional Investors
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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:
- 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.
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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.
For any queries or questions coming from EU/EEA potential investors, please contact Arnaud Gérard, CFA, Managing Director FundRock Distribution at Arnaud.GERARD@Fundrock.com or call +352691992088.
For information on Baron Capital or any queries or questions coming from non-EU/EEA potential investors, please contact Stephen Millar, VP, Head of EMEA Institutional Sales at smillar@baronfunds.com or call +44(0)7769-958822.
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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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Baron Partners Fund and Baron Focused Growth Fund Among Wall Street Journal Winners
Baron Partners Fund and Baron Focused Growth Fund were named among the Five-Year Best Performers in The Wall Street Journal’s Winners and Losers for the quarter ended September 30, 2022. The Funds were the top two multi-cap growth funds for the five-year period.
Wall Street Journal Highlights Alex Umansky as One of the Best Stock-Fund Managers for the Past Year
Alex Umansky, portfolio manager of Baron Durable Advantage Fund®, elaborates on the Fund's active management strategy and the specific criteria used to select investment-worthy companies.
Insider: Baron Partners Fund® Crushed 99% of Its Peers Over Last 15 Years
Michael Baron, portfolio manager of Baron Partners Fund®, talks to Insider about investment selection criteria, and the Fund’s top holdings for long-term investment.
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Neal Kaufman Sees Health Care Investment Opportunity in the GLP-1 Molecule
The explosion in demand for weight loss drugs associated with the GLP-1 molecule has put the spotlight on a top holding in Baron Health Care Fund®. Read more from CityWire.
News
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AI Trends and Top Portfolio Picks: Mike Lippert on CNBC Squawk on the Street
7/18/2023
Mike Lippert, portfolio manager of Baron Opportunity Fund, joined CNBC Squawk on the Street to discuss AI trends and which companies have the competitive advantage to realize AI opportunities. Watch Video.
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Bloomberg: Baron Partners Fund Beats Nasdaq 100 Over 5, 10, and 15 Years
9/20/2023
A recent Bloomberg article looks at how active management strategy by Baron Capital portfolio managers Ron Baron and Michael Baron beat the Nasdaq 100 over 5, 10, and 15 years. Read Now
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Ron Baron on CNBC Squawk Box
9/13/2023
Baron Capital CEO Ron Baron discusses long-term investing and top stock picks in a September 13, 2023, interview on CNBC Squawk Box.
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Bloomberg Intelligence: Baron Partners Fund® Beats Mighty QQQ
9/1/2023
Bloomberg Intelligence discusses the benefits of active management in the performance of Baron Partners Fund® versus the popular QQQ ETF.
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Michael Lippert Discusses Growth Investing and Riding the AI Boom with WealthTrack
7/28/2023
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Randy Gwirtzman Tells TheStreet Small Caps are Poised to Climb
7/1/2023
In a July 1, 2023, interview with TheStreet, portfolio manager Randy Gwirtzman shares his favorite small-cap stocks and discusses which industries are currently attractive–software, semiconductors, industrials, and health care. Read Article.
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Baron Opportunity Fund's AI Investments Pay Off
7/7/2023
Michael Lippert, portfolio manager of the Baron Opportunity Fund, shares his thoughts about artificial intelligence and which companies he believes will benefit most from the transformative technology.
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Michael Baron Says Now is the Time to Invest in Small Mid-Cap Growth Stocks
6/30/2023
In a June 30, 2023, article in Family Wealth Report, Portfolio Manager Michael Baron discusses top stock picks, and why now is the time to invest in small mid-cap growth stocks. Read the article.
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Long-Term Outlook for Disruptive Growth Remains Appealing
6/26/2023
In a June 26, 2023 article from Trustnet, Alex Umansky shares his views on why investing in disruptive growth remains an attractive opportunity despite recent setbacks.
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Ron Baron on CNBC Squawk Box
6/23/2023
Baron Capital CEO Ron Baron discusses long-term investing and top stock picks in a June 23, 2023, interview on CNBC Squawk Box.
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.