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Ron Baron - Profile

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Performance of Baron Partners Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2008-46.67-37-9.7
200711.345.615.7
200621.5515.795.8
200514.374.919.5
200442.351230.3
200334.9528.76.2
2002-18.07-22.14.0
2001-15.71-11.9-3.8
20004.82-9.113.9
199918.4221-2.6
Ron Baron

Profile:

Ron Baron is the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Since inception in 1987, his Baron Asset Fund has returned 13.16% annualized returns through September 2007. His Baron Growth Fund has returned 16.85% annually since inception in 1994, and his Baron Partners Fund has averaged 17.85% annually since 1992. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings.

Investing Philosophy:

Ron Baron invests primarily in small and mid-size growth companies. He likes companies with open-ended growth opportunities and defensible niches. He applies a bottom-up company research, invests for the long-term, and tries to purchase companies at what he believes are attractive prices. He invests in growth companies using a value-oriented purchase discipline. Baron ignores short-term market fluctuations when he believes the fundamental reasons for purchasing a company have not changed. He holds investments for longer than five years on average.

Links: Ron Baron Stock Picks  Ron Baron Portfolio Holdings

Web Page: http://www.baronfunds.com/



Commentaries and Stories:

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  • Currently 0.00/5

Rating: 0.0/5 (0 votes)


Ron Baron Top Purchases: Atlas America Inc., hhgregg Inc., Monsanto Company, SL Green Realty Corp., Valmont Industries Inc.
November-20-2009

Ron Baron - Ron Baron Top Purchases: Atlas America Inc., Hhgregg Inc., Monsanto Company, SL Green Realty Corp., Valmont Industries Inc.
(GuruFocus, November 20, 2009) My earlier article reviewing Ron Barron’s top holdings contains a link to an October 23, 2009 speech given by Mr. Barron during the Barron Funds Investors Conference. In the speech, Barron reiterated his investment strategy:
  • Long-term focused
  • Appropriated Financed and Competitively Advantaged Busiensses
  • Attractively Priced
  • Talented & Honest Management
.
More...


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)


Ron Baron Top Stocks: DeVry Inc., Arch Capital Group, FactSet Research Systems, MSCI Inc., Strayer Education Inc., Community Health Systems Inc..
November-20-2009

Ron Baron - Ron Baron Top Stocks: DeVry Inc., Arch Capital Group, FactSet Research Systems, MSCI Inc., Strayer Education Inc., Community Health Systems Inc..
(GuruFocus, November 20, 2009) Investment Guru Ron Baron is a product of American Opportunity himself. According to this article in [www.nysun.com] , The successful entrepreneur in mutual fund world came from rather modest background. He was born in Asbury Park to an engineer Father. Like many of us, he had to make money as a youth by shoveling snow, waiting tables, serving as a life guard, and selling ice-cream – money. More...


  • Currently 5.00/5

Rating: 5.0/5 (4 votes)


High Growth Ron Baron Stocks: Arch Capital Group, Stericycle Inc., Immucor Inc., XTO Energy Inc., Interactive Data Corp., Qualcomm Inc.
October-14-2009

Ron Baron - High Growth Ron Baron Stocks: Arch Capital Group, Stericycle Inc., Immucor Inc., XTO Energy Inc., Interactive Data Corp., Qualcomm Inc.
Baron Capital started in 1982. It started with about $10 million in management. We started with three people that always had a big idea. There was always a big dream. We started mutual funds in 1987, by that time we were about $150 million, and it’s now $21 billion,” says Ron Baron, the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Since 1987, his Baron Asset Fund has returned 13.16% annualized returns through September 2007. His Baron Growth Fund has returned 16.85% annually since inception in 1994, and his Baron Partners Fund has averaged 17.85% annually since 1992. More...


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)


Investment Guru Ron Baron and Company Insiders Selling Bankrate Inc. Stocks
September-14-2009

Ron Baron - Investment Guru Ron Baron And Company Insiders Selling Bankrate Inc. Stocks
(GuruFocus, September 14, 2009 ) Investment Guru Ron Baron sold almost all of his shares in internet lending company Bankrate Inc. (RATE) . GuruFocus Real Time Data shows that Baron sold 99.9% of his holding of 1.44 million share in RATE on September 10, 2009 at the price around $28.45. He still holds a negligible 1,500 shares after the sale. More...


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)


Ron Baron Top Holdings: DeVry Inc., Strayer Education Inc., Charles Schwab Corp., Arch Capit al Group Ltd., MSCI Inc.
August-29-2009

Ron Baron - Ron Baron Top Holdings: DeVry Inc., Strayer Education Inc., Charles Schwab Corp., Arch Capit Al Group Ltd., MSCI Inc.
In the latest Baron Funds Quarterly Report for 2Q09, Investment Guru Ron Baron put his i nvestment strategy and current investment outlook like this:
More...


  • Currently 3.00/5

Rating: 3.0/5 (2 votes)


Baron Funds Comments On Holdings (1): Wynn Resorts, Ltd., C.H. Robinson Worldwide, Inc, Alexander’s Inc., IDEXX Laboratories, XTO Energy
August-28-2009

Ron Baron - Baron Funds Comments On Holdings (1): Wynn Resorts, Ltd., C.H. Robinson Worldwide, Inc, Alexander’s Inc., IDEXX Laboratories, XTO Energy
Investment Guru Ron Baron and his company published Baron Funds Quarterly Report for 2Q09. The report covers eight funds in the family, and all are doing very well in the quarter. More...


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)


Ron Baron Bought More GENESEE & WYOMING And Sold Shares in DTS Inc. and CASCAL NV. Ron Baron Real Time Picks
August-10-2009

Ron Baron - Ron Baron Bought More GENESEE & WYOMING And Sold Shares In DTS Inc. And CASCAL NV.
(GuruFocus, August 10, 2009) Investment Gurus Ron Baron bought more shares in GENESEE & WYOMING (GWR) and sold shares in DTS Inc.(DTSI) and CASCAL NV.(HOO). The position change and transaction date and price are listed in the following table: More...


  • Currently 1.00/5

Rating: 1.0/5 (1 vote)


Ron Baron Sells Shares of The Cheesecake Factory
July-10-2009

Ron Baron - Ron Baron Sells Shares Of The Cheesecake Factory
(GuruFocus, July 10, 2009 ) Investment Guru Ron Baron has reduced his position in restaurant operator The Cheesecake Factory (CAKE). GuruFocus data shows that on July 9, 2009, Ron Baron reduced his holdings by 11.06% to 2,333,160 shares at the price of $16.4 per share. More...


  • Currently 4.00/5

Rating: 4.0/5 (4 votes)


Ron Baron Reducing Lamar Advertising Company (LAMR) and company MSC Industrial Direct (MSM)
June-11-2009

Ron Baron - Ron Baron Reducing Lamar Advertising Company (LAMR) And Company MSC Industrial Direct (MSM)
(GuruFocus, June 11, 2009) Investment Guru Ron Baron has recently reduced his position in advertising company Lamar Advertising Company (LAMR) and direct marketing company MSC Industrial Direct Company Inc (MSM). GuruFocus Data shows on June 10, Ron Baron reduced his holding in LAMR by 9.41% to 4.4 million shares, at the average price of $17.75 per share. On the same day, he also sold 20.51% of his shares in MSM to 1.5 million shares at the price of $38.15. More...


  • Currently 2.33/5

Rating: 2.3/5 (3 votes)


Ron Baron reduces stakes in Texas Roadhouse, Ultimate Software, and American Railcar Industries
May-12-2009

Ron Baron - Ron Baron Reduces Stakes In Texas Roadhouse, Ultimate Software, And American Railcar Industries
(GuruFocus, May 12, 2009) Investment Guru Ron Baron has reduced his stakes in three stocks: Texas Roadhouse (TXRH), Ultimate Software (ULTI), and American Railcar Industries (ARII), shortly after the companies reported their 1st quarter results. More...


  • Currently 1.75/5

Rating: 1.8/5 (4 votes)


Key Points by Ron Baron In The Latest Barron's Interview
May-7-2009

Ron Baron - Key Points By Ron Baron In The Latest Barron's Interview
Barron’s interviewed Investment Guru Ron Barron recently. Here are the key points he made:
  • On overall assessment of the stock, Ron Baron thinks “this is the most attractive time to be an investor” in his lifetime.
  • He thinks stocks are cheap, they are selling for less than their replacement cost. .
  • Ron Baron thinks US economy is still overleveraged with debt, there has to be a restructuring of the financial system..
  • In the future, financial firms will be de-leveraged, less profitable but valued higher. .
  • Hold one financial company People’s United Financial (PBCT).
  • Ron Baron thinks passive investment has one disadvantage vs. active management: it invest in the wrong sectors at the wrong time..
  • Ron Baron thinks energy sector is attractive. Specifically, More...


    • Currently 2.22/5

    Rating: 2.2/5 (9 votes)


    Ron Baron on Community Health, Covance Inc., IDEXX Labs, Lamar Advertising, Mettler Toledo and Mohawk Industries
    March-23-2009

    Ron Baron - Ron Baron On Community Health, Covance Inc., IDEXX Labs, Lamar Advertising, Mettler Toledo And Mohawk Industries
    These are Ron Baron and his team's commentaries on a few small cap growth companies in his shareholder letter. Ron Baron likes to buy quality companies that can grow over long term. More...


    • Currently 2.50/5

    Rating: 2.5/5 (6 votes)


    Ron Baron Shareholder Letter
    March-23-2009

    Today, government spending represents 38.5% of GDP, approximately a 30% greater share of GDP than in the 1930s. This, coupled with the other non-cyclical GDP spending by individuals, on items such as healthcare, education and consumer staples, makes it nearly mathematically impossible for unemployment rates to approach the terrifying levels of 25-30% experienced during the Great Depression. More...


    • Currently 1.60/5

    Rating: 1.6/5 (5 votes)


    Ron Baron Buys MettlerToledo International Inc., Hansen Natural Corp., Lindsay Corp., Sells Steiner Leisure Ltd., Smart Balance Inc., Raser Technologies Inc.
    February-16-2009

    Ron Baron - Ron Baron Buys MettlerToledo International Inc., Hansen Natural Corp., Lindsay Corp., Sells Steiner Leisure Ltd., Smart Balance Inc., Raser Technologies Inc.
    Believe or not, Ron Baron had a meeting with Bernie Madoff 9 years ago, and tried to learn something from him. Turned out it was something he couldn't learn and therefore, his returns are not as consistent. He had a bad 2008. But if you are looking for growing small cap companies, you need to see what he is buying. These are the details. More...


    • Currently 2.00/5

    Rating: 2.0/5 (6 votes)


    Baron Funds Quarterly Report
    December-5-2008

    Ron Baron - Baron Funds Quarterly Report
    Ron Baron, our long term value investing guru is having a miserable year. Through November 30, 2008, his Baron Asset Fund lost 42.59%, Baron Growth Fund lost 41.31%, and all the other six funds in the Baron Fund family had losses in there 40-50 percent. More...


    • Currently 3.11/5

    Rating: 3.1/5 (9 votes)


    Ron Baron Buys Mohawk Industries Inc., Kaydon Corp., Advent Software Inc., Sells The Boeing Company, Automatic Data Processing Inc., Yahoo! Inc.
    November-17-2008

    Ron Baron - Ron Baron Buys Mohawk Industries Inc., Kaydon Corp., Advent Software Inc., Sells The Boeing Company, Automatic Data Processing Inc., Yahoo! Inc.
    Ron Baron had a bad year, it is so bad that he almost cancelled his annual shareholders' conference. But Ron Baron is still one of the best growth investor out there. If you are looking long term small cap ideas, look into his portfolio. Ron Baron owns 241 stocks with a total value of $15.4 billion. These are the details of the buys and sells for the third quarter. More...


    • Currently 3.59/5

    Rating: 3.6/5 (22 votes)


    That Baron Conference
    November-2-2008

    The Baron Funds’ yearly extravaganza on Oct. 24 had almost been cancelled this year--because the markets are so far down, because the Baron funds are so far down. More...


    • Currently 2.53/5

    Rating: 2.5/5 (17 votes)


    Ron Baron on Wynn Resorts, Arch Capital Group, Ltd., CME Group, Inc., Charles Schwab Corp., Whole Foods Market Inc., Las Vegas Sands and Boyd Gaming Corp
    September-3-2008

    Ron Baron - Ron Baron On Wynn Resorts, Arch Capital Group, Ltd., CME Group, Inc., Charles Schwab Corp., Whole Foods Market Inc., Las Vegas Sands And Boyd Gaming Corp
    Ron Baron likes to buy future big companies ... when they are still small. He holds the companies for years and waiting for the companies to grow to their full potential. These are comments from his shareholder letter on some of the buys and sells he has made in his fund. Baron Partners fund averaged 14% a year since 1992. More...


    • Currently 3.79/5

    Rating: 3.8/5 (14 votes)


    Ron Baron Shareholder Letter: “The Stone Age didn’t end because the world ran out of stones.”
    August-26-2008

    Ron Baron - Ron Baron Shareholder Letter: “The Stone Age Didn’t End Because The World Ran Out Of Stones.”
    Is it time to invest when the stock market is at the same level it first reached in 1999? With many businesses now significantly larger than ten years ago; with significantly higher earnings power and significantly more expensive assets to replace, it seems to us unusual that their stock prices are unchanged. Accordingly, we think on a fundamental basis the answer in many instances is “yes.” More...



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