Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 12/31/15) Annualized Returns
as of 12/31/15
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 : $170.18 million
No. of Equity Securities : 51/98.4%
Gross 7.06 -0.69% -0.69% 11.95% 10.14% 8.06% 8.56% 146.88%
Net 6.86 -1.41% -1.41% 11.13% 9.33% 7.27% 7.78% 127.95%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $1.71 billion
No. of Equity Securities : 85/89.1%
Gross 3.72 -9.89% -9.89% 3.31% N/A N/A 3.16% 16.54%
Net 3.46 -10.79% -10.79% 2.51% N/A N/A 2.66% 13.78%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $79.24 million
No. of Equity Securities : 35/85.3%
Gross -3.26 -30.98% -30.98% -8.15% N/A N/A -6.99% -24.70%
Net -3.46 -31.53% -31.53% -8.58% N/A N/A -7.32% -25.75%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $184.18 million
No. of Equity Securities : 21/93.2%
Gross 6.61 -1.09% -1.09% 9.34% 8.95% 9.28% 13.08% 965.07%
Net 6.35 -2.04% -2.04% 8.31% 7.96% 8.23% 11.94% 777.10%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $361.04 million
No. of Equity Securities : 43/104.0%
Gross 8.04 2.71% 2.71% 12.50% 9.34% 9.58% 7.27% 196.94%
Net 7.78 1.76% 1.76% 11.42% 8.27% 8.36% 5.94% 144.58%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $98.60 million
No. of Equity Securities : 68/96.0%
Gross 4.99 2.75% 2.75% 7.96% 5.04% N/A 14.70% 152.42%
Net 4.75 1.79% 1.79% 6.97% 4.11% N/A 13.75% 138.59%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $211.84 million
No. of Equity Securities : 37/95.3%
Gross 9.66 8.21% 8.21% 17.73% 14.60% 8.16% 9.17% 168.39%
Net 9.43 7.33% 7.33% 16.83% 13.82% 7.31% 8.23% 143.57%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.58 billion
No. of Equity Securities : 58/97.8%
Gross 4.97 1.23% 1.23% 16.48% 12.67% 8.80% 8.30% 303.38%
Net 4.71 0.22% 0.22% 15.32% 11.56% 7.70% 7.22% 238.76%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $571.90 million
No. of Equity Securities : 43/97.4%
Gross 2.61 -1.41% -1.41% 12.93% 12.25% 8.72% 8.35% 275.81%
Net 2.44 -2.05% -2.05% 12.13% 11.38% 7.79% 7.46% 227.69%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $8.37 billion
No. of Equity Securities : 75/100.3%
Gross 1.77 -3.12% -3.12% 12.90% 11.91% 8.87% 14.02% 7499.27%
Net 1.54 -4.01% -4.01% 11.87% 10.89% 7.79% 12.75% 5153.47%
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.