Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 12/31/14) Annualized Returns
as of 12/31/14
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 : $331.55 million
No. of Equity Securities : 56 / 99.3%
Gross 6.09 3.98% 3.98% 17.85% 15.10% 9.53% 9.53% 148.60%
Net 5.90 3.22% 3.22% 16.99% 14.25% 8.74% 8.74% 131.21%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $996.27 million
No. of Equity Securities : 76 / 90.9%
Gross 0.59 5.05% 5.05% 15.14% N/A N/A 6.79% 29.33%
Net 0.33 4.02% 4.02% 14.61% N/A N/A 6.41% 27.54%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $65.04 million
No. of Equity Securities : 57 / 93.5%
Gross -20.62 -11.63% -11.63% N/A N/A N/A 3.03% 9.10%
Net -20.74 -12.10% -12.10% N/A N/A N/A 2.82% 8.44%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $198.98 million
No. of Equity Securities : 28 / 100.5%
Gross 4.87 3.74% 3.74% 15.81% 14.51% 10.00% 13.91% 976.81%
Net 4.61 2.75% 2.75% 14.75% 13.49% 8.94% 12.76% 795.35%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $554.81 million
No. of Equity Securities : 59 / 99.4%
Gross 3.82 -0.57% -0.57% 16.92% 14.12% 10.20% 7.60% 189.10%
Net 3.58 -1.52% -1.52% 15.76% 12.99% 8.91% 6.23% 140.34%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $70.48 million
No. of Equity Securities : 74 / 95.8%
Gross -0.11 -0.84% -0.84% 13.59% 9.44% N/A 16.92% 145.66%
Net -0.35 -1.74% -1.74% 12.57% 8.48% N/A 15.97% 134.38%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $143.33 million
No. of Equity Securities : 34 / 98.5%
Gross 3.61 9.30% 9.30% 22.73% 15.52% 8.34% 9.27% 148.03%
Net 3.40 8.48% 8.48% 21.85% 14.80% 7.42% 8.32% 126.94%
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 : 62 / 99.5%
Gross 6.98 10.92% 10.92% 22.18% 17.13% 9.62% 8.74% 298.47%
Net 6.71 9.81% 9.81% 20.97% 15.97% 8.51% 7.66% 238.00%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.58 billion
No. of Equity Securities : 52 / 96.4%
Gross 9.66 18.10% 18.10% 30.01% N/A N/A 24.54% 194.14%
Net 9.40 16.97% 16.97% 28.94% N/A N/A 23.87% 186.43%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $825.18 million
No. of Equity Securities : 42/ 99.5%
Gross 6.54 7.01% 7.01% 19.47% 18.00% 9.81% 9.02% 281.14%
Net 6.36 6.30% 6.30% 18.54% 17.02% 8.86% 8.10% 234.51%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $10.50 billion
No. of Equity Securities : 104 / 99.8%
Gross 7.50 5.80% 5.80% 20.75% 17.97% 9.96% 14.61% 7744.25%
Net 7.25 4.83% 4.83% 19.65% 16.89% 8.84% 13.32% 5373.01%
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.