Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 3/31/15) Annualized Returns
as of 3/31/15
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 2.22 1.15% 9.86% 12.43% 12.93% 10.15% 9.33% 151.46%
Net 2.03 0.92% 9.08% 11.61% 12.10% 9.35% 8.55% 133.35%
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 -0.04 3.76% 6.88% 11.13% N/A N/A 7.17% 34.19%
Net -0.29 3.42% 5.84% 10.50% N/A N/A 6.73% 31.90%
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 2.01 11.55% -9.81% 7.06% N/A N/A 6.23% 21.70%
Net 1.83 11.28% -10.36% 6.76% N/A N/A 5.95% 20.68%
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 3.72 4.47% 11.50% 14.46% 13.20% 11.55% 13.91% 1024.98%
Net 3.48 4.15% 10.43% 13.41% 12.18% 10.48% 12.77% 832.50%
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 4.49 4.59% 15.82% 12.94% 13.82% 12.45% 7.74% 202.38%
Net 4.25 4.28% 14.74% 11.84% 12.70% 11.15% 6.39% 150.62%
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 3.19 8.35% 7.57% 10.81% 9.95% N/A 17.46% 166.17%
Net 2.95 8.02% 6.58% 9.81% 8.98% N/A 16.50% 153.18%
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 5.22 6.54% 19.91% 17.42% 15.46% 9.80% 9.62% 164.27%
Net 5.02 6.28% 18.98% 16.58% 14.72% 8.89% 8.68% 141.20%
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 3.77 2.05% 14.49% 17.45% 15.03% 10.31% 8.69% 306.66%
Net 3.51 1.72% 13.36% 16.29% 13.89% 9.20% 7.61% 243.81%
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 4.87 2.40% 16.96% 23.49% 20.73% N/A 23.37% 201.19%
Net 4.62 2.08% 15.85% 22.38% 20.02% N/A 22.67% 192.39%
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 6.05 3.23% 11.63% 16.98% 15.93% 10.69% 9.04% 293.51%
Net 5.88 3.05% 10.94% 16.10% 15.00% 9.74% 8.13% 244.75%
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 5.17 2.57% 11.13% 17.90% 15.96% 10.67% 14.53% 7946.15%
Net 4.93 2.27% 10.11% 16.82% 14.91% 9.55% 13.26% 5497.02%
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.