Baron Funds

Overview

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

Visit the Baron Funds website

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