Baron International Growth Strategy

Portfolio Management

MichaelKass
Michael Kass

Fund Manager since 2009

Objective & Strategy

The investment goal of Baron International Growth Strategy is capital appreciation.

Baron International Growth Strategy is diversified and invests in companies of all sizes, mainly in small and medium non-U.S. growth companies. The Strategy invests in companies in both developed and developing companies, with a minimum expected return of 100% within four to five years.

Strategy Description

Baron International Growth Strategy invests primarily in non-U.S. growth companies.

        

      

Resources

Latest Fact Sheet

Fact Sheet

Performance Summary as of March 31, 2012

  Annualized Returns Since Inception
3/31/09
Gross/
Net
YTD 1 YR 3 YR 5 YR 10 YR Annual-
ized
Cumu-
lative
Gross 16.36% -1.76% 24.95% N/A N/A 24.95% 95.06%
Net 16.11% -2.60% 24.02% N/A N/A 24.02% 90.75%
Compounded Performance Chart

See Performance Details

Top Ten Holdings as of April 30, 2012

Holding Sector Percentage
Eurofins Scientific SE Health Care 4.3%
Opera Software ASA Information Technology 2.6%
Velti plc Information Technology 2.4%
Softbank Corp. Telecommunication Services 2.4%
Bridgestone Corp. Consumer Discretionary 2.4%
Mellanox Technologies Ltd. Information Technology 2.4%
bwin.party digital entertainment plc Consumer Discretionary 2.3%
Compagnie Financière Richemont SA Consumer Discretionary 2.3%
Julius Baer Group Ltd. Financials 2.2%
FANUC Corp. Industrials 2.2%
Total 25.5%

Performance Based Characteristics

This information is not currently available.

Strategy Facts

Inception Date March 31, 2009
Total Strategy Assets $49 million
Risk/Reward Comparison
Risk Reward Graph

For strategy reporting purposes, the Firm is defined as all accounts managed by Baron Capital Management, Inc. ("BCM") and BAMCO, Inc. ("BAMCO"), registered investment advisers wholly owned by Baron Capital Group, Inc. As of 9/30/2011, total Firm assets under management are approximately $15.0 billion. Gross performance figures do not reflect the deduction of investment advisory fees and any other expenses incurred in the management of the investment advisory account. Actual client returns will be reduced by the advisory fees and any other expenses incurred in the management of the investment advisory account. A full description of investment advisory fees is supplied in our Form ADV Part II. Valuations and returns are computed and stated in U.S. dollars. Performance figures reflect the reinvestment of dividends and other earnings. The strategy is currently composed of one mutual fund managed by BAMCO. The strategy invests mainly in non-U.S. companies of all sizes, but focuses in small and medium non-U.S growth companies of developed nations and those benefiting from growth in developing countries. The mutual fund may invest up to 30% in companies of developing countries.

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. Portfolio holdings are subject to change.

Non-U.S. investments may involve additional risks to those inherent in U.S. investments, including exchange-rate fluctuations, political or economic instability, the imposition of exchange controls, expropriation, limited disclosure and illiquid markets. This may result in greater share price volatility. Securities of small and medium-sized companies may be thinly traded and more difficult to sell.

Sector and sub-industry weights, top ten holdings and portfolio characteristics are based on a representative account. Such data may vary for each client in the strategy due to asset size, market conditions, client guidelines and diversity of portfolio holdings. The representative account is the account in the strategy that we believe most closely reflects the current portfolio management style for this strategy. Representative account data is supplemental information.

Industry sector or sub-industry group levels are provided from the Global Industry Classification Standard (“GICS”), developed and exclusively owned by MSCI, Inc. (“MSCI”) and Standard & Poor’s Financial Services LLC (“S&P”), unless otherwise stated that they have been reclassified or classified by the Adviser. All GICS data is provided “as is” with no warranties.

Definitions: The MSCI AC World ex USA indexes cited are unmanaged, free float-adjusted market capitalization weighted indexes. The MSCI AC World ex USA IMI Growth Index Net measures the performance of large, mid and small cap growth securities across developed and emerging markets, excluding the United States. The MSCI ACWI ex USA Index Net measures the equity market performance of large and mid cap securities across developed and emerging markets, excluding the United States. The MSCI AC World ex USA IMI Growth Index Net, the MSCI ACWI ex USA Index Net and the strategy include reinvestment of dividends, net of foreign withholding taxes, which positively impact the performance results.