Baron Strategies & Funds

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Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 3/31/12) Annualized Returns
as of 3/31/12		 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 : $315 million
No. of Equity Securities : 56 / 97.0%
 Gross 14.62 14.62% 6.67% 28.81% 5.83% N/A 7.95% 74.08%
Net 14.41 14.41% 5.88% 27.84% 5.06% N/A 7.17% 65.21%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $99 million
No. of Equity Securities : 27 / 96.9%
 Gross 9.64 9.64% 1.93% 26.40% 5.92% 13.38% 13.98% 660.00%
Net 9.40 9.40% 1.05% 25.32% 4.92% 12.24% 12.82% 548.19%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $361 million
No. of Equity Securities : 64 / 98.9%
 Gross 17.31 17.31% 3.91% 31.60% 8.18% 12.81% 6.61% 112.19%
Net 17.01 17.01% 2.88% 30.29% 6.95% 11.34% 5.19% 81.27%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $49 million
No. of Equity Securities : 68 / 96.4%
 Gross 16.36 16.36% -1.76% 24.95% N/A N/A 24.95% 95.06%
Net 16.11 16.11% -2.60% 24.02% N/A N/A 24.02% 90.75%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $78 million
No. of Equity Securities : 43 / 97.9%
 Gross 23.06 23.06% 17.61% 25.97% 3.57% N/A 6.92% 65.13%
Net 22.86 22.86% 17.01% 25.32% 2.87% N/A 5.94% 54.11%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.47 billion
No. of Equity Securities : 63 / 98.6%
 Gross 14.68 14.68% 5.14% 27.26% 3.74% 7.41% 6.91% 150.57%
Net 14.42 14.42% 4.11% 26.01% 2.60% 6.32% 5.85% 118.45%
Baron Real Estate Stragegy
Inception Date : March 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $23 million
No. of Equity Securities : 42 / 98.9%
 Gross 15.98 15.98% 8.16% N/A N/A N/A 18.92% 41.42%
Net 15.92 15.92% 7.95% N/A N/A N/A 18.79% 41.10%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $356 million
No. of Equity Securities : 58/ 99.1%
 Gross 10.17 10.17% 6.09% 29.13% 4.53% 8.40% 7.32% 146.22%
Net 9.92 9.92% 5.17% 27.95% 3.57% 7.45% 6.41% 120.76%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $7.80 billion
No. of Equity Securities : 71/ 99.5%
 Gross 9.49 9.49% 2.62% 27.71% 4.50% 8.50% 14.21% 4777.91%
Net 9.24 9.24% 1.67% 26.54% 3.46% 7.37% 12.91% 3390.45%
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.