HOME  >  RESEARCH ALLIANCE  >  Baron Funds

Baron Funds

For more than 30 years, we have built our business on the quality of our research and long-term investing.

Long-term perspective allows us to think differently

  • We look beyond short-term volatility and market unpredictability

  • We focus on a company’s opportunities over the next five years

  • We think like the owner of a business

Independent and exhaustive research is essential to understanding a business

  • We analyze businesses with the intention of owning them for an extended period

  • Our research gives us a knowledge advantage

  • We develop industry expertise

  • We invest in businesses, not stocks

People are the key drivers of a successful business

  • We seek to invest with managements who have integrity, a long-term vision, and whose interests are aligned with their shareholders

  • We invest in people, not just buildings

Successful growth businesses have open-ended opportunities and defensible niches

  • The companies in which we invest typically benefit from innovation, change, government initiatives, or economic trends

  • Substantial competitive advantages and barriers to entry are critical

Purchase price matters

  • We buy growth companies using a value-oriented purchase discipline

  • Our valuation criteria are based upon what we believe a business can earn in three to five years

  • Investment opportunity is created when a company’s growth prospects are not recognized or the stock is mispriced

Research and risk management are continuous processes

  • We conduct rigorous research throughout the life of an investment

  • We manage risk at the individual investment and portfolio levels

 

Links

Our Company

Our Products

Our Team

Insights

Quarterly Reports

Contact Us

Go to the Baron Funds website.

 

RELATED RESEARCH

ROBUST RESEARCH FOR YOUR INBOX

Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.