Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 9/30/14) Annualized Returns
as of 9/30/14
Since Inception
Strategy Name Gross / Net QTR YTD 1 YR 3 YR 5 YR 10 YR Annualized Cumulative
Baron All Cap Growth Strategy
Inception Date : December 31, 2004
Portfolio Manager : Andrew Peck
Category : All-Cap
Net Assets : $331.55 million
No. of Equity Securities : 56 / 99.3%
Gross -2.48 -1.99% 7.54% 18.45% 15.36% N/A 9.13% 134.34%
Net -2.65 -2.51% 6.77% 17.58% 14.50% N/A 8.34% 118.37%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $996.27 million
No. of Equity Securities : 76 / 90.9%
Gross -4.32 4.43% 9.89% 14.99% N/A N/A 7.09% 28.57%
Net -4.54 3.67% 8.90% 14.55% N/A N/A 6.76% 27.12%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $65.04 million
No. of Equity Securities : 57 / 93.5%
Gross -8.55 11.32% 17.24% N/A N/A N/A 12.67% 37.44%
Net -8.73 10.90% 16.73% N/A N/A N/A 12.48% 36.83%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $198.98 million
No. of Equity Securities : 28 / 100.5%
Gross -3.86 -1.07% 5.85% 19.16% 14.30% 11.73% 13.81% 926.84%
Net -4.10 -1.77% 4.85% 18.08% 13.28% 10.65% 12.67% 755.92%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $554.81 million
No. of Equity Securities : 59 / 99.4%
Gross -4.18 -4.23% 4.09% 17.75% 15.23% 11.83% 7.45% 178.45%
Net -4.41 -4.92% 3.08% 16.59% 14.09% 10.50% 6.08% 132.03%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $70.48 million
No. of Equity Securities : 74 / 95.8%
Gross -6.49 -0.73% 2.87% 14.86% 11.16% N/A 17.78% 145.93%
Net -6.71 -1.39% 1.93% 13.84% 10.20% N/A 16.82% 135.20%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $143.33 million
No. of Equity Securities : 34 / 98.5%
Gross 0.81 5.49% 18.41% 25.18% 16.33% 9.12% 9.12% 139.39%
Net 0.61 4.91% 17.53% 24.32% 15.62% 8.18% 8.18% 119.47%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.79 billion
No. of Equity Securities : 62 / 99.5%
Gross -1.15 3.68% 15.07% 23.26% 16.98% 10.65% 8.43% 272.48%
Net -1.40 2.91% 13.92% 22.04% 15.82% 9.53% 7.35% 216.75%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.58 billion
No. of Equity Securities : 52 / 96.4%
Gross -2.12 7.70% 18.34% 33.03% N/A N/A 23.54% 168.23%
Net -2.36 6.92% 17.20% 32.02% N/A N/A 22.91% 161.84%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $825.18 million
No. of Equity Securities : 42/ 99.5%
Gross -3.29 0.43% 9.27% 21.79% 17.89% 10.77% 8.72% 257.72%
Net -3.44 -0.06% 8.54% 20.81% 16.90% 9.80% 7.80% 214.49%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $10.50 billion
No. of Equity Securities : 104 / 99.8%
Gross -2.92 -1.58% 6.69% 22.70% 17.68% 10.79% 14.47% 7196.91%
Net -3.15 -2.26% 5.71% 21.58% 16.61% 9.65% 13.19% 5002.93%
Performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Past performance is no guarantee of future results.