Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 12/31/13) Annualized Returns
as of 12/31/13
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 : $344 million
No. of Equity Securities : 59 / 98.9%
Gross 9.73 35.88% 35.88% 16.22% 22.46% N/A 10.17% 139.11%
Net 9.53 34.88% 34.88% 15.36% 21.56% N/A 9.38% 124.01%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $375.59 million
No. of Equity Securities : 73 / 85.4%
Gross 5.23 16.47% 16.47% N/A N/A N/A 7.39% 23.11%
Net 5.04 16.08% 16.08% N/A N/A N/A 7.24% 22.62%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $33.21 million
No. of Equity Securities : 54 / 97.1%
Gross 5.31 27.03% 27.03% N/A N/A N/A 11.62% 23.46%
Net 5.25 26.95% 26.95% N/A N/A N/A 11.58% 23.37%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $196.03 million
No. of Equity Securities : 28 / 99.0%
Gross 7.00 27.39% 27.39% 14.37% 20.80% 14.26% 14.53% 937.98%
Net 6.74 26.21% 26.21% 13.36% 19.76% 13.16% 13.37% 771.36%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $62.40 million
No. of Equity Securities : 68 / 97.5%
Gross 3.63 23.49% 23.49% 7.87% N/A N/A 21.04% 147.73%
Net 3.37 22.38% 22.38% 6.93% N/A N/A 20.08% 138.53%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $132.21 million
No. of Equity Securities : 33 / 96.0%
Gross 12.25 37.97% 37.97% 18.67% 20.19% N/A 9.26% 126.93%
Net 12.03 36.97% 36.97% 17.95% 19.49% N/A 8.31% 109.21%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.77 billion
No. of Equity Securities : 66 / 99.4%
Gross 10.98 40.73% 40.73% 17.38% 21.56% 11.32% 8.60% 259.25%
Net 10.70 39.33% 39.33% 16.22% 20.36% 10.19% 7.52% 207.81%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.12 billion
No. of Equity Securities : 54 / 94.6%
Gross 9.88 28.72% 28.72% 23.81% N/A N/A 26.24% 149.05%
Net 9.61 27.46% 27.46% 23.12% N/A N/A 25.69% 144.88%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $853 million
No. of Equity Securities : 58 / 99.3%
Gross 8.80 36.46% 36.46% 19.07% 23.86% 11.73% 9.15% 256.05%
Net 8.60 35.34% 35.34% 18.06% 22.75% 10.74% 8.22% 214.56%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $10.58 billion
No. of Equity Securities : 101 / 96.2%
Gross 8.41 40.41% 40.41% 19.65% 24.10% 12.10% 14.90% 7314.20%
Net 8.16 39.14% 39.14% 18.55% 22.97% 10.95% 13.61% 5121.12%
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.