Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 3/31/16) Annualized Returns
as of 3/31/16
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 : $132.62 million
No. of Equity Securities : 51 / 98.3%
Gross -2.52 -2.52% -5.29% 6.70% 8.08% 6.78% 8.12% 140.67%
Net -2.69 -2.69% -5.97% 5.92% 7.29% 6.01% 7.34% 121.81%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $1.76 billion
No. of Equity Securities : 87/89.3%
Gross 1.15 1.15% -8.82% 2.81% 3.39% N/A 3.23% 17.88%
Net 0.90 0.90% -9.73% 1.95% 2.84% N/A 2.71% 14.80%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $86.21 million
No. of Equity Securities : 36/92.3%
Gross -3.68 -3.68% -34.83% -12.66% N/A N/A -7.42% -27.47%
Net -3.81 -3.81% -35.32% -13.10% N/A N/A -7.76% -28.58%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $178.38 million
No. of Equity Securities : 20/93.0%
Gross -0.58 -0.58% -5.20% 5.30% 7.27% 7.98% 12.86% 958.85%
Net -0.81 -0.81% -6.10% 4.31% 6.29% 6.95% 11.73% 770.01%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $309.53 million
No. of Equity Securities : 42/100.1%
Gross -7.35 -7.35% -8.92% 6.51% 6.14% 7.93% 6.64% 175.13%
Net -7.57 -7.57% -9.77% 5.49% 5.11% 6.74% 5.32% 126.08%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $84.89 million
No. of Equity Securities : 70/94.8%
Gross -1.23 -1.23% -1.65% 6.81% 4.66% N/A 13.94% 149.31%
Net -1.45 -1.45% -2.55% 5.84% 3.72% N/A 12.99% 135.14%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $189.94 million
No. of Equity Securities : 35/99.8%
Gross -4.80 -4.80% -2.10% 13.89% 12.72% 7.16% 8.50% 155.50%
Net -4.99 -4.99% -2.90% 13.01% 11.93% 6.33% 7.57% 131.41%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.49 billion
No. of Equity Securities : 57/97.8%
Gross -1.27 -1.27% -3.68% 10.84% 10.82% 7.47% 8.10% 298.26%
Net -1.51 -1.51% -4.64% 9.74% 9.72% 6.39% 7.02% 233.63%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.54 billion
No. of Equity Securities : 37/99.1%
Gross -4.26 -4.26% -11.84% 7.35% 13.62% N/A 17.60% 171.80%
Net -4.49 -4.49% -12.70% 6.31% 12.75% N/A 16.87% 161.49%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $488.34 million
No. of Equity Securities : 46/98.0%
Gross -0.80 -0.80% -7.80% 8.16% 9.94% 7.50% 8.17% 272.71%
Net -0.98 -0.98% -8.42% 7.40% 9.10% 6.58% 7.28% 224.40%
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 : 63/96.7%
Gross 0.57 0.57% -7.36% 8.35% 9.96% 7.74% 13.93% 7542.72%
Net 0.34 0.34% -8.21% 7.35% 8.96% 6.68% 12.66% 5171.22%
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.