Baron Strategies & Funds

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Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 3/31/13) Annualized Returns
as of 3/31/13		 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 : $314 million
No. of Equity Securities : 58 / 97.8%
 Gross 12.65 12.65% 13.87% 15.04% 8.85% N/A 8.65% 98.23%
Net 12.44 12.44% 13.03% 14.18% 8.05% N/A 7.86% 86.74%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $19.64 million
No. of Equity Securities : 70 / 88.9%
 Gross 2.61 2.61% 10.57% N/A N/A N/A 3.82% 8.46%
Net 2.58 2.58% 10.48% N/A N/A N/A 3.77% 8.35%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $4.00 million
No. of Equity Securities : 51 / 96.1%
 Gross 12.01 12.01% 9.63% N/A N/A N/A 7.54% 8.86%
Net 12.01 12.01% 9.63% N/A N/A N/A 7.54% 8.86%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $143 million
No. of Equity Securities : 28 / 94.0%
 Gross 11.30 11.30% 19.32% 16.13% 8.37% 16.79% 14.30% 806.85%
Net 11.04 11.04% 18.27% 15.12% 7.39% 15.65% 13.14% 666.61%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $402 million
No. of Equity Securities : 61 / 99.6%
 Gross 9.20 9.20% 7.33% 13.22% 10.13% 16.15% 6.67% 127.73%
Net 8.93 8.93% 6.24% 12.08% 8.96% 14.68% 5.27% 92.58%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $54 million
No. of Equity Securities : 71 / 97.0%
 Gross 1.99 1.99% 4.89% 7.58% N/A N/A 19.60% 104.59%
Net 1.75 1.75% 3.97% 6.65% N/A N/A 18.67% 98.33%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $92.2 million
No. of Equity Securities : 36 / 99.9%
 Gross 5.17 5.17% 4.75% 11.06% 5.51% N/A 6.66% 72.97%
Net 4.99 4.99% 4.06% 10.45% 4.88% N/A 5.71% 60.36%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.36 billion
No. of Equity Securities : 63 / 98.8%
 Gross 14.58 14.58% 16.73% 14.94% 7.94% 12.32% 7.55% 192.50%
Net 14.29 14.29% 15.58% 13.80% 6.83% 11.17% 6.48% 152.48%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $391 million
No. of Equity Securities : 53 / 95.9%
 Gross 13.56 13.56% 41.52% 26.02% N/A N/A 28.22% 119.72%
Net 13.29 13.29% 40.51% 25.63% N/A N/A 27.84% 117.65%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $403 million
No. of Equity Securities : 58 / 98.2%
 Gross 12.90 12.90% 19.63% 18.01% 10.54% 13.44% 8.17% 194.55%
Net 12.65 12.65% 18.59% 16.96% 9.54% 12.43% 7.25% 161.80%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $8.41 billion
No. of Equity Securities : 100/ 95.9%
 Gross 13.80 13.80% 23.18% 17.82% 10.38% 13.27% 14.50% 5908.56%
Net 13.54 13.54% 22.05% 16.74% 9.33% 12.11% 13.20% 4160.17%
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.