Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 6/30/15) Annualized Returns
as of 6/30/15
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 : $265.50 million
No. of Equity Securities : 58/98.8%
Gross -0.71 3.75% 8.25% 16.29% 15.29% 8.92% 9.37% 157.92%
Net -0.89 3.32% 7.47% 15.45% 14.44% 8.13% 8.58% 138.88%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $1.69 billion
No. of Equity Securities : 88/91.9%
Gross 1.06 -3.77% -6.37% 10.67% N/A N/A 4.98% 24.45%
Net 0.81 -4.33% -7.28% 9.97% N/A N/A 4.52% 22.02%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $93.24 million
No. of Equity Securities : 52/95.7%
Gross 0.46 -9.03% -30.45% 3.63% N/A N/A -0.21% -0.75%
Net 0.26 -9.44% -30.97% 3.27% N/A N/A -0.52% -1.79%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $203.32 million
No. of Equity Securities : 25/99.9%
Gross 3.41 6.89% 14.36% 16.48% 14.81% 10.39% 13.85% 1050.96%
Net 3.17 6.30% 13.26% 15.39% 13.77% 9.34% 12.71% 851.71%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $442.16 million
No. of Equity Securities : 55/99.9%
Gross 3.18 9.00% 13.26% 17.48% 15.14% 11.25% 7.91% 215.12%
Net 2.94 8.42% 12.21% 16.35% 14.01% 9.99% 6.56% 160.57%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $108.21 million
No. of Equity Securities : 75/99.2%
Gross 5.00 8.41% 5.29% 13.22% 10.15% N/A 16.73% 166.32%
Net 4.77 7.83% 4.32% 12.20% 9.17% N/A 15.77% 152.73%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $193.67 million
No. of Equity Securities : 36/99.3%
Gross 3.92 12.72% 18.22% 22.76% 18.84% 8.82% 9.96% 179.60%
Net 3.71 12.21% 17.29% 21.86% 18.07% 7.93% 9.01% 154.65%
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 : 63/99.5%
Gross 1.02 6.86% 15.74% 22.27% 18.02% 9.36% 8.85% 325.81%
Net 0.77 6.24% 14.59% 21.06% 16.85% 8.25% 7.77% 259.10%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $2.09 billion
No. of Equity Securities : 45/98.1%
Gross -3.37 3.39% 13.25% 24.42% 22.49% N/A 22.41% 204.11%
Net -3.60 2.82% 12.17% 23.26% 21.71% N/A 21.70% 194.50%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $785.42 million
No. of Equity Securities : 48/99.6%
Gross 0.39 7.96% 16.07% 20.08% 18.43% 9.73% 9.19% 311.54%
Net 0.22 7.59% 15.35% 19.21% 17.49% 8.79% 8.29% 259.94%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $9.96 billion
No. of Equity Securities : 89/99.3%
Gross -0.95 5.46% 15.51% 19.70% 17.90% 9.73% 14.51% 8172.48%
Net -1.17 4.90% 14.45% 18.61% 16.83% 8.63% 13.24% 5641.14%
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.