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 : $279.77 million
No. of Equity Securities : 57/99.8%
Gross 2.22 2.45% 8.46% 15.98% 14.99% 9.82% 9.39% 154.70%
Net 2.03 2.18% 7.70% 15.14% 14.15% 9.03% 8.60% 136.26%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $1.53 billion
No. of Equity Securities : 85/91.1%
Gross -0.04 4.46% 3.44% 14.81% N/A N/A 7.19% 35.10%
Net -0.29 4.03% 2.43% 14.13% N/A N/A 6.74% 32.68%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $81.66 million
No. of Equity Securities : 54/94.1%
Gross 2.01 6.63% -16.00% 9.88% N/A N/A 4.64% 16.34%
Net 1.83 6.31% -16.55% 9.55% N/A N/A 4.36% 15.28%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $201.08 million
No. of Equity Securities : 24/99.4%
Gross 3.72 6.93% 12.90% 18.04% 15.34% 11.25% 13.99% 1051.42%
Net 3.48 6.51% 11.83% 16.95% 14.30% 10.19% 12.84% 853.66%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $462.06 million
No. of Equity Securities : 56/99.7%
Gross 4.49 6.44% 14.25% 17.57% 15.45% 11.78% 7.83% 207.70%
Net 4.25 6.03% 13.19% 16.43% 14.32% 10.50% 6.47% 154.83%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $105.89 million
No. of Equity Securities : 75/94.6%
Gross 3.19 10.85% 6.07% 15.91% 12.70% N/A 17.64% 172.32%
Net 2.95 10.43% 5.10% 14.87% 11.71% N/A 16.67% 158.84%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $180.11 million
No. of Equity Securities : 36/95.0%
Gross 5.22 9.24% 17.61% 21.87% 17.65% 9.37% 9.80% 170.95%
Net 5.02 8.91% 16.71% 20.99% 16.90% 8.47% 8.85% 147.15%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.88 billion
No. of Equity Securities : 64/98.9%
Gross 3.77 4.23% 14.05% 21.56% 17.22% 9.93% 8.78% 315.34%
Net 3.51 3.80% 12.91% 20.35% 16.06% 8.81% 7.70% 250.86%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $2.08 billion
No. of Equity Securities : 49/97.1%
Gross 4.87 3.56% 14.03% 26.12% 22.65% N/A 23.23% 204.60%
Net 4.62 3.16% 12.94% 24.97% 21.91% N/A 22.52% 195.47%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $862.03 million
No. of Equity Securities : 45/97.9%
Gross 6.05 5.43% 13.49% 20.07% 17.99% 10.34% 9.13% 301.90%
Net 5.88 5.22% 12.83% 19.19% 17.06% 9.40% 8.23% 252.04%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $10.44 billion
No. of Equity Securities : 88/98.6%
Gross 5.17 3.77% 12.63% 20.31% 17.76% 10.28% 14.54% 8040.05%
Net 4.93 3.38% 11.61% 19.21% 16.69% 9.17% 13.26% 5558.07%
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.