The fund seeks to invest in mid-cap companies with long-term growth potential.

The bottom-up research process is driven by investing in companies benefiting from the long-duration secular growth trends, led by proven management teams, and structural competitive advantages.  

The fund’s research team views favorably companies with subscription-based business models and platform businesses with recurring revenue and high margins, return on invested capital, sales and earnings growth.

The mid-cap fund’s portfolio consists of less than 60 stocks.

The fund seeks to invest in fast growing companies in small-cap market segment.

The investment process of stock selection is driven by the growth metrics in earnings, cash flow and revenues. Investment team separates opportunities in three groups – high growth companies with 20% or more in revenue growth, growth companies with 15% to 20% revenue growth and other companies with unique market positions.

The investment process steers analysts to looks for companies in IT, industrial and real estate sectors and lesser allocation to healthcare, consumer discretionary and consumer staples than the Russell 2000 Growth Index.

High growth companies usually come with high risk and high volatility and the fund has average portfolio turnover of more than 55%.

The fund seeks to invest in high conviction ideas in the large-cap segment of the market.

The recently launched fund aims to invest in companies that have strong financial position, well established business models that are generating excess free cash flows and management with a track record of implanting innovative ideas.

The buy and sell discipline is guided by active risk management.

The fund seeks to diversify its investments in emerging markets in Asia, Latin America and Europe.

The diversified fund looks for opportunities across all capitalization but primarily invests in large-cap companies with structural growth advantages. The diversified fund also invests as much as 20% of its assets in frontier and developed markets as well.

The bottom up investment process looks for companies with earnings and revenue profile that is superior to its peers and are less dependent on third party capital and run my superior management.

Emerging markets can experience more than average volatility and the fund invests in as many as 100 stocks.

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 less than 30 names and portfolio turnover averages 16% on a 3-year average.

The non-diversified fund seeks to invest in small and mid-cap companies for long term.

The fund is focused in its holdings but diversified in sectors and places its investment three groups.

Disruptive Growth includes companies that are disrupting industries like electric car makers with high revenue growth prospects in the long term but also suffer from high risk profile and near-term profitability challenges. Core Growth includes companies with established customer base and slower but attractive growth and profitability profile. Real/Irreplaceable Assets include companies with large real estate portfolio that are hard to replicate

The fund has lagged its benchmark index Russell 2500 Growth Index between 2011 and 2019.

The fund seeks to invest in growth companies around the world.

The fund primarily invests in large- and mid-cap companies in developed and emerging markets that are having sustainable competitive advantage but are also beneficiary of disruptive change on a global scale.

The bottom up research process focuses on discovering fast growing companies operating on a global scale and generating stable or rising free cash flow and managed by superior management teams.

The fund is primarily invested in technology, life sciences, interactive media, internet infrastructure builders or operators.

The fund seeks to invest in small cap companies with long term outlook by discovering high-quality companies that can compound at a faster rates for a longer period of times.

The investment process looks for companies with sustainable and attractive business models generating free cash flow. Companies with management track record of investing for growth and improving competitive edge are favored.

Analyst team also looks for companies with business models with high level of recurring revenues, businesses not dependent of external financing, and businesses that can develop new products with higher incremental margins.

The fund has a track record of investing most of its assets for more than five years in a very volatile segment of the market.

The fund seeks to invest in healthcare companies providing services, engaged in research and development and medical products makers and distributors.

The fund looks for opportunities in all market capitalization and builds a concentrated portfolio of high convictions names. Most of the fund’s investments are in large- and mid-cap segment of the market but the fund also invests in early stage biotech development companies as well.

The number of healthcare companies available to invest are expected to rise significantly with the ageing population and faster regulatory drug approvals in the U.S., and early stage biotech companies enjoying growing access to risk capital for advanced research.

The diversified fund seeks to invest in growth companies in developed regions outside the U.S.

The bottom up research focuses on discovering companies with structural and forward looking high growth companies with capabilities to generate free cash flow. The fund invests to generate absolute return on a long term basis and stock selection is expected to drive excess return to the fund’s benchmark.

Stock selection and thematic investing drives country and regional allocation.

The all-cap fund seeks to invest in disruptive secular trends driven by long-term market leaders.

The thematic investment process identifies companies with disruptive technologies or processes and profitable business models and competent management teams.

Digital payment, cloud computing, e-commerce, targeted advertising, electric vehicles and digitization are some of the disruptive trends that the fund looks to profit from.

The all-cap fund seeks to invest in growth companies in any market capitalization segment in the U.S. The fund prefers to invest in high conviction ideas.

The investment process looks to discover growth companies in the three groups.

The disruptive companies with significant long-term growth potential but with struggling stocks in the near term because of the lack of profitability. Core growth companies with long term anchoring in sustainable business model with opportunities to add more margin accretive products. Companies with significant real asset holdings in key markets that are hard to replace or recreate.

In addition, the fund has allocation to financial companies with strong franchises.

The fund with takes a broader view of real estate investing and considers beyond REITs, commercial and residential real estate companies and services providers.

The REIT holdings in the fund fluctuates between 10% and 40% of the fund’s allocation.  The fund looks for opportunities in home builders, building products makers, data centers, hotels & casinos and online real estate companies.

The value investment style drive research process and buy and sell discipline of the fund.

The fund takes a broader view to investing in real estate and considers REITs and real estate services and operating companies.

The fund anchors its 75% investments in REITs across 11 REIT categories and the remaining assets in non-REIT categories. The fund also looks to invest in real estate debt and preferred securities.

The investment process is deep-dive research focused on bottom up stock selection driven by cash flow analysis. The fund looks to build a portfolio of companies that enjoy unique business models with relative efficient use of capital.

The fund seeks to be a long term investor in small-cap companies with attractive growth profiles.  

The investment process looks for companies that have been out of favor with investors but have strong franchise in the industry or are experiencing temporary problems with operations or undergoing strategic shift. The fund favors high-quality companies with stocks that have lower than average volatility.

The long term outlook helps the manager in riding out volatility in the small cap market segment.

The fund of funds invests exclusively in other Baron mutual funds.

With the long term investing approach, the fund intends to shift allocation across other Baron funds among small to large cap funds, value to growth style funds, real estate to healthcare fund and international and global region funds.