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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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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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Business Insider Profiles Baron Fifth Avenue Growth Fund & Portfolio Manager Alex Umansky
Business Insider sat down with Baron Fifth Avenue Growth Fund Portfolio Manager Alex Umansky to discuss his unique, long-term investment approach and the Fund's strong year in 2017. Read the article, "Meet the unconventional portfolio manager who crushed Wall Street last year while barely watching the market," here.
Jeff Kolitch Featured in Business Insider
Business Insider features Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, in its February 17, 2021 article, “A 29-year real estate veteran who's returned 446% to investors in the past decade breaks down the 4 trends driving the sector in 2021 -- and shares 11 ‘attractively valued’ stocks.”
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Business Insider Profiles Alex Umansky and Baron Global Advantage Fund
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.
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Citywire Profiles Ron Baron
In the February 2021 issue of Citywire, Baron Capital founder and CEO Ron Baron talks about finding businesses that are “changing the world and changing the way we live.”
News
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Baron Cancels 2021 Annual Investment Conference
3/5/2021
For more information, please click here.
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Jeff Kolitch talks REITS on the Barron’s Streetwise podcast
2/27/2021
Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, gives his bull case for REITs in a February 27, 2021 podcast hosted by Barron’s columnist Jack Hough.
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Jeff Kolitch Featured in Business Insider
2/17/2021
Business Insider features Jeff Kolitch, portfolio manager of Baron Real Estate Fund and Baron Real Estate Income Fund, in its February 17, 2021 article, “A 29-year real estate veteran who's returned 446% to investors in the past decade breaks down the 4 trends driving the sector in 2021 -- and shares 11 ‘attractively valued’ stocks.”
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Ron Baron Appears on CNBC’s Squawk Box
2/8/2021
In a February 8, 2021 appearance on CNBC’s “Squawk Box,” Baron Capital CEO Ron Baron talked about Tesla’s recent investment in bitcoin, saying that although he wasn't surprised, he wanted to explore the decision-making process further before reaching a judgment on the purchase.
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Ron Baron interviewed on Bloomberg’s Masters in Business podcast
1/31/2021
In a January 31, 2021, interview on the Masters in Business podcast, Baron Capital CEO Ron Baron discusses why he became a believer in long-term investing from his early days of investing in what were then small-cap companies such as McDonald’s, Disney, Federal Express, and Nike.
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Seven Baron Funds were featured in Kiplinger’s “Top Funds in 11 Categories” for 2020
1/23/2021
Baron Opportunity, Baron Partners, Baron Focused Growth, Baron Discovery, Baron WealthBuilder, Baron Global Advantage, and Baron Emerging Markets Funds were listed among Kiplinger’s top funds for 2020.
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Mike Lippert Talks Tech in Fortune Magazine
1/21/2021
In a January 21, 2021, article in Fortune, “The overlooked tech portfolio: Great stocks that aren't big names,” Mike Lippert, portfolio manager of Baron Opportunity Fund, discusses some less-familiar technology stocks he believes are poised for strong growth.
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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]
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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]
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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.
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.