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:
If you do not fall within at least one of the above categories you should not access the information contained in the site.
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.
By selecting “I Agree” below, you confirm that you are an institutional investor or consultant to an institutional investor.
The link you have selected is not available within the Institution user experience. You will be switched to view this website as a Financial Advisor.
When you wish to view strategies again, click an 'Institution' link within the 'View As' menu or 'Strategies' in the footer.
Thank you for your email. We will respond as soon as possible.
“Nonpublic personal information“ is nonpublic information about you that we obtain in connection with providing a financial product or service to you.
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications or other forms, and information about your transactions with us, our affiliates, or others.
We may share your name and address among affiliates for purposes of sending you information about products of ours that we believe may be of interest to you and inform you of our upcoming investors' conference.
We do not disclose any nonpublic personal information about our customers to anyone, except as permitted by law. Examples of permitted disclosures under the law include sharing with companies that work for us to provide you service, such as a transfer agent or mailing house. All such companies act on our behalf, are contractually obligated to keep the information that we provide to them confidential, and use the information only to provide the services that we have asked them to perform for you and us.
We restrict access to nonpublic information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.
A cookie is a small text file placed on your computer by a website. Cookies cannot read information from your hard drive.
BaronFunds.com uses temporary session cookies on all secure pages to assign and store a sessionID to allow you to move uninterrupted between areas of our secure site. This sessionID is also used by us for internal reporting purposes. This sessionID is not personally identifiable to you and this type of cookie does not leave any retrievable information on your hard drive.
You may change your personal information, or request to no longer receive information regarding our products and services at any time by calling BaronFunds.com's toll free number 1-800-99BARON, or by sending us an email at info@BaronFunds.com.
We, Baron Capital Management, Inc., are based in the USA. This Privacy Notice summarizes our policies with respect to personal information of clients, principals, beneficial owners, beneficiaries and investors that we process. This Privacy Notice sets out the kinds of personal information we collect and how that personal information is used. Please read the following carefully to understand our views and practices regarding your personal information and how we will treat it.
We receive personal information from Europe-based clients, principals, beneficial owners, beneficiaries and investors which includes:
We use the personal information held about Europe-based clients, principals, beneficial owners, beneficiaries and investors for the following purposes:
The lawful basis/bases that we rely upon to process personal information held about Europe-based clients, principals, beneficial owners, beneficiaries and investors is as follows:
We do not disclose any personal information about our Europe-based clients, principals, beneficial owners, beneficiaries and investors, to any third parties, except as reasonably necessary or appropriate in connection with the management of the funds, to processors who are only permitted to use it to perform services for is, or as required by law or any applicable regulatory authority, or to protect the rights, property, or safety of our company or its clients or others. In these cases we may share personal information with legal advisers, accountants, fund administrators, companies engaged to dispose of or store data including personal information, and adverse parties who have a legal right to receive such information and their counsel and experts and legal advisers.
We will take all steps reasonably necessary to ensure that where personal information is shared it is treated securely and in accordance with this notice and applicable laws.
We will endeavor not to keep personal information in a form that allows a Europe-based client, principal, beneficial owner, beneficiary or investor to be identified for any longer than is reasonably necessary for achieving the permitted purposes. This means that personal information will be destroyed or erased from our systems or anonymized when it has reached the applicable retention period.
We may process personal information in and transfer personal information to countries that may not guarantee the same level of protection for personal information as the country in which you reside.
Personal information will also be processed by staff operating outside the EEA who work for us. This includes staff engaged in, among other things, the provision of administration and support services. All such staff are subject to appropriate confidentiality and security obligations.
We restrict access to personal information about clients, principals, beneficial owners, beneficiaries or investors to those of our employees and agents who need to know the information to enable us to provide services.
We maintain physical, electronic and procedural safeguards designed to protect your personal information, to prevent unlawful or unauthorized processing of personal information, and to prevent unauthorized disclosure of, or accidental loss of, or damage to, such information.
We will only transfer personal information to a third party service providers if they agree to comply with those procedures and policies, or if they put in place adequate measures themselves.
You have certain rights in relation to your personal information. These include in certain cases the right to request access to the personal information we hold about you, the right to have inaccurate information amended or updated, the right to object to processing of personal information, the right to have personal information erased or to restrict processing in certain limited situations, the right to request porting of personal information to another organization, and the right to object to automated decision making. You should use the contact information below to get more information and/or to make a formal request.
Europe-based clients, principals, beneficial owners, beneficiaries and investors also have the right to lodge complaints with applicable data supervisory authorities.
We will endeavor to keep the personal information we store about Europe-based clients and investors reasonably accurate and up to date by enabling clients and investors to correct it by request. Clients, principals, beneficial owners, beneficiaries and investors should notify us if any of their personal information changes or if they become aware of any inaccuracies in the personal information we hold about them.
We reserve the right to modify this Privacy Notice at any time and without prior notice.
If you have any questions in relation to this Privacy Notice, please contact ClientService@baronfunds.com.