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 1.49% 5.00% 15.94% 15.91% 9.38% 9.21% 152.31%
Net -0.90 1.12% 4.23% 15.09% 15.05% 8.59% 8.42% 133.79%
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 1.02% -2.78% 12.73% N/A N/A 6.24% 30.65%
Net 0.81 0.52% -3.73% 12.05% N/A N/A 5.79% 28.20%
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 2.48% -25.61% 7.94% N/A N/A 3.32% 11.81%
Net 0.26 2.09% -26.15% 7.59% N/A N/A 3.02% 10.71%
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 7.26% 8.13% 17.80% 16.15% 11.06% 13.94% 1054.99%
Net 3.17 6.76% 7.10% 16.70% 15.10% 10.00% 12.79% 855.83%
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 7.81% 7.26% 16.25% 16.59% 11.65% 7.87% 211.69%
Net 2.94 7.32% 6.26% 15.12% 15.44% 10.38% 6.52% 157.93%
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 8.35% 1.21% 13.37% 12.22% N/A 16.96% 166.18%
Net 4.77 7.86% 0.27% 12.35% 11.23% N/A 16.00% 152.80%
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 9.35% 14.21% 20.97% 19.40% 9.02% 9.73% 171.21%
Net 3.71 8.91% 13.31% 20.08% 18.62% 8.13% 8.78% 147.17%
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 4.83% 10.86% 20.96% 18.81% 9.64% 8.77% 317.73%
Net 0.77 4.31% 9.76% 19.76% 17.63% 8.53% 7.69% 252.58%
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 1.34% 8.77% 23.36% 24.09% N/A 22.34% 198.07%
Net -3.60 0.86% 7.73% 22.22% 23.32% N/A 21.63% 188.88%
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 6.46% 9.72% 19.83% 19.34% 10.11% 9.15% 305.82%
Net 0.22 6.11% 9.00% 18.93% 18.38% 9.16% 8.24% 255.02%
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 4.17% 8.72% 19.16% 18.95% 10.04% 14.51% 8071.50%
Net -1.17 3.70% 7.72% 18.08% 17.86% 8.93% 13.23% 5575.33%
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.