767 FIFTH AVE,49TH FL
NEW YORK , NY, 10153
NEW YORK , NY, 10153
Summary
The fund seeks to invest for the long term in large cap companies with higher than average growth profile and stronger than average business franchise.
The investment approach of the fund focuses on discovering disruptive businesses that are on the leading edge of the change and the fund is prepared to hold these companies for the longer term even during the time of temporary adversities.
The focused fund generally holds le More
Link
Directors
Dec 12, 2023- Linda S. Martinson
- Ronald Baron
- Raymond Noveck
- Abraham Nachmany
- Peggy C. Wong
- David A. Silverman, MD
- Thomas J. Folliard
- Alex Yemenidjian
- Anita James Rival
- Errol Taylor
- Marvelle Sullivan
Chief Compliance Officer
- Louis Beasley
Fund Manager(s)
Price
- 52-Week High/Low
- $61.47 - $39.77
- Turnover
- 21.2%
- Expense Ratio
- 1.06%
Company Name |
Holding |
| NVIDIA Corp | 12.09 % |
| Amazon.com Inc | 8.82 % |
| Meta Platforms Inc | 7.27 % |
| ServiceNow Inc | 6.8 % |
| Crowdstrike Holdings Inc | 5.35 % |
| Intuitive Surgical Inc | 5.28 % |
| Shopify Inc | 4.94 % |
| Microsoft Corp | 4.77 % |
| Trade Desk Inc/The | 3.92 % |
| MercadoLibre Inc | 3.6 % |
| More | 3.6 % |
Documents
Performance
YTD
-
3 Year
6.07%
5 Year
73.31%
Best
57.2%
2023
Worst
-50.62%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 12.5% | 19.6% | -21.1% | -1.6% | -9.6% | 18.6% | 7.3% | 15.1% | -5% |
| Q2 | - | -5.3% | 15.9% | -30.6% | 17.2% | 37.8% | 5.4% | 10.4% | 8.5% | - |
| Q3 | - | - | -3.5% | -2.9% | -4.4% | 11.2% | -2.5% | 5.5% | 6.3% | 10.1% |
| Q4 | - | - | 17.2% | -7.1% | 0.6% | 4.9% | 4.4% | -16.9% | 5.6% | -6.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 3% | 8% | 1.2% | -8.6% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 12% | 57% | -51% | 8% | 50% | 30% | 1% | 41% | -2% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BFTHX | - | 12% | 57% | -51% | 8% | 50% | 30% | 1% | 41% | -2% |
| Russell 1000 | - | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% |
| Alpha | - | 20% | 21% | -24% | -19% | 13% | -5% | 4% | 12% | -7% |