Ron Baron

Ron Baron

Last Update: 11-15-2017

Number of Stocks: 318
Number of New Stocks: 13

Total Value: $21,073 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ron Baron' s Profile & Performance

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. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings.

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

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.

Total Holding History

Performance of Baron Partners Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20164.0411.96-7.9
2015-2.711.38-4.1
201410.2613.69-3.4
3-Year Cumulative11.6 (3.7%/year)29 (8.9%/year)-17.4 (-5.2%/year)
201347.6332.3915.2
201216.4160.4
5-Year Cumulative91.8 (13.9%/year)98.2 (14.7%/year)-6.4 (-0.8%/year)
2011-5.742.11-7.8
201031.5215.0616.5
200928.226.461.7
2008-46.67-37-9.7
200711.345.495.9
10-Year Cumulative81 (6.1%/year)95.7 (6.9%/year)-14.7 (-0.8%/year)
200621.5515.795.8
200514.374.919.5
200442.3510.8831.5
200334.9528.686.3
2002-18.07-22.14.0
15-Year Cumulative296 (9.6%/year)164.2 (6.7%/year)131.8 (2.9%/year)
2001-15.71-11.89-3.8
20004.82-9.113.9
199918.4221.04-2.6
199811.6828.58-16.9
199749.8833.3616.5
20-Year Cumulative593.5 (10.2%/year)339.2 (7.7%/year)254.3 (2.5%/year)
199616.1322.96-6.8
199536.9437.58-0.6
19944.761.323.4
199328.7810.0818.7
199216.837.629.2
25-Year Cumulative1638.3 (12.1%/year)791.8 (9.1%/year)846.5 (3%/year)

Top Ranked Articles

How to Become a Millionaire Become a millionaire by consistently investing in a low-cost index fund
"You have to have a small amount of money and invest it regularly for a long time." - Ron Baron (Trades, Portfolio) Read more...
Intel, Mobileye Join to Advance Autonomous Vehicle Technology Deal is valued at around $15 billion
In the latest move by a technology company to advance the development of self-driving cars, Intel Corp. (NASDAQ:INTC) announced on March 13 it has reached an agreement to buy Israel’s Mobileye NV (MBLY) for approximately $15.3 billion. Read more...
Baron Funds Comments on RSP Permian Guru stock highlight
RSP Permian, Inc. (NYSE:RSPP) is an independent exploration and production (E&P) company focused on the Permian Basin in West Texas. Shares rose in the fourth quarter after the company raised its production guidance, delivered strong quarterly results, and acquired Silver Hill Energy Partners in the core of the Delaware sub-basin in the Permian. We believe shares will benefit from improvements in operating results and prudent cost management as the company generates peer-leading production growth and integrates the acquired Silver Hill properties in the Delaware Basin. Read more...
Baron Funds Comments on Kinsale Captial Group Guru stock highlight
Kinsale Captial Group, Inc. (NASDAQ:KNSL) is a specialty insurance company that focuses exclusively on excess and surplus lines, which includes risks that are unique or hard to place in the standard insurance market. The company, which went public in July 2016, outperformed in the fourth quarter after reporting excellent financial results. Earnings were much higher than expected thanks to strong underwriting and favorable reserve development. The stock also benefited from a secondary offering that increased float and a sector rotation into small-cap financials following the U.S. elections on expectations for faster economic growth, higher interest rates, and lower corporate tax rates. We continue to own the stock because of Kinsale’s niche market focus, industry-leading growth, industry-leading ROE, and experienced management team. Read more...
Baron Opportunity Fund Comments on Guidewire Software Guru stock highlight
Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) detracted in the fourth quarter as accounting rules and commercial terms will force it to delay revenue recognition on a large new deal into next fiscal year. Guidewire is the leading P&C core systems vendor, with near-perfect retention rates, growing installed base, and accelerating adoption. The company is early in its core system replacement cycle, and has tripled its addressable market through new products and cloud delivery. We believe Accenture’s new relationship with Guidewire will help to enhance pricing and win rates and shorten sales cycles. (Neal Rosenberg) Read more...
» More Ron Baron Articles

Commentaries and Stories

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How to Become a Millionaire Become a millionaire by consistently investing in a low-cost index fund Ron Baron - How To Become A Millionaire
"You have to have a small amount of money and invest it regularly for a long time." - Ron Baron (Trades, Portfolio) More...

INDEX INVESTING, WARREN BUFFETT


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Third-Quarter Investor Letter From Ron Baron of Baron Funds Discussion of funds and investing Ron Baron - Third-Quarter Investor Letter From Ron Baron Of Baron Funds
“You don’t have much of a track record with me. I need to charge you 75% interest.” Eighth grader responding to his younger sister’s request for a pre-allowance-day loan. Gary H. Stern. Former President, Federal Reserve Bank of Minneapolis. Board Director, Council for Economic Education. June 5, 2017. More...

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Risk/Reward With Cheesecake Factory Down 26% year to date should put the stock in your sights Ron Baron,Mario Gabelli,Jim Simons,Ray Dalio,Paul  - Risk/Reward With Cheesecake Factory
As a shareholder of almost any stock, you should want stable and consistent brand growth coupled with proper financial management. With the Cheesecake Factory (NASDAQ:CAKE), you get that in spades plus a strong dividend and a stock price that is currently discounted to its historical average, the industry average and the Standard & Poor's. More...

CHEESECAKE FACTORY, RESTAURANT, CASUAL DINING


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5 Energy Stocks Gurus Are Buying Encana, Occidental Petroleum among companies gurus have invested in Joel Greenblatt, Ron Baron, Steve Mandel, David Dr - 5 Energy Stocks Gurus Are Buying
According to the GuruFocus All-In-One Screener, the following companies in the energy sector have positions in gurus' portfolios. More...

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Rating: 2.0/5 (1 vote)

Dollar Cost Average on Under Armour Now is a great time to double down Ron Baron,Frank Sands - Dollar Cost Average On Under Armour
Here's a history lesson. From late September 2007 to July 2008, Under Armour's (NYSE:UA)(NYSE:UAA) stock dropped from $8 to $3 per share (split adjusted); now it's five times higher. This is going to happen again. More...

UNDER ARMOUR, NIKE, SPORTS APPAREL, SPORTING GOODS, GOLF, TENNIS, BASKETBALL, STEPH CURRY, SOCCER, FOOTBALL


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Bargain Stocks With Strong Earnings DCF gives wide margins of safety Ron Baron,Mario Gabelli,Jim Simons,Joel Greenblatt - Bargain Stocks With Strong Earnings
Companies with growing earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following are undervalued companies that have grown EPS over a five-year period. More...

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Baron Capital - Fueling the FANGs: The Future Is All About ‘Personalization’ Michael Lippert, portfolio manager of Baron Opportunity Fund, discusses how FANG companies use data to drive continuous improvements, which, in turn, drives growth Ron Baron - Baron Capital - Fueling The FANGs: The Future Is All About ‘Personalization’
Since a massive breakout year in 2015, the group of stocks known as FANG -- Facebook, Amazon, Netflix, and Google (now called Alphabet) -- has been a hotly-debated topic among investors. They averaged returns of 83% between them in 2015 and posted another solid year, albeit without the same degree of outperformance, in 2016. As of early September, 2017 has been more of the same, with all four comfortably pacing ahead of the broader market. The continued strength of these household names fosters natural questions about whether they are becoming overvalued or if the growth stories being priced into the shares have run their course. More...

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Is Tesla a Trillion-Dollar Company? A closer look at the company's valuation Ron Baron - Is Tesla A Trillion-Dollar Company?
Introduction More...

LONG, TESLA, VALUATION


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9 Stocks Ron Baron Keeps Buying The guru increased his position in the last 2 quarters Ron Baron - 9 Stocks Ron Baron Keeps Buying
Ron Baron (Trades, Portfolio) founded Baron Capital Management, an investment management firm. In both the first and second quarters, the guru invested in the following stocks: More...

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Ron Baron Cuts Stake in Company With Declining Earnings Baron Funds sells half its position in CaesarStone Ron Baron - Ron Baron Cuts Stake In Company With Declining Earnings
Ron Baron (Trades, Portfolio)’s firm New York-based Baron Funds has chopped in half its position in CaesarStone Ltd. to 3.85% from 7.7%, according to GuruFocus Real Time Picks. More...

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High-Quality Stocks: Priceline, Nike, Novo Nordisk These 7 companies receive high predictability ratings Ron Baron,Chuck Royce,Jim Simons,Murray Stahl,Stev - High-Quality Stocks: Priceline, Nike, Novo Nordisk
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings, and total returns since the beginning of the year are positive. At least five gurus are shareholders in the companies. More...

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Stocks With High Business Predictability Ratings Gurus are buying these high-quality stocks Ron Baron,Jim Simons,Chuck Royce,Columbia Wanger,R - Stocks With High Business Predictability Ratings
According to GuruFocus’ All-In-One Screener, the following stocks have high business predictability ratings and positive total returns since the beginning of the year. More...

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Beating the Benchmark Stocks that are still outperforming the market Ron Baron,Pioneer Investments,Chris Davis,Manning  - Beating The Benchmark
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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Well-Managed, Competitively Advantaged Growth Companies Wanted Ron Baron has a system that IDs high-potential growth companies with fundamental analysis, intense focus on management and valuation models Ron Baron - Well-Managed, Competitively Advantaged Growth Companies Wanted
Ron Baron (Trades, Portfolio) got his first taste of investing profits as a teenager. That was apparently enough to get him into the investment management industry and later to launch his own firm in 1982. More...

GURUS, INVESTING GURU, RON BARON, BARON CAPITAL MANAGEMENT, BARON FUNDS, MUTUAL FUNDS, GROWTH, GROWTH INVESTOR, TESLA, FUNDAMENTAL ANALYSIS, VALUATION MODELS


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Baron Funds Comments on Banco Santander-Chile Guru stock highlight
We also recently initiated a position in Chilean bank Banco Santander-Chile (NYSE:BSAC), in our view one of the best managed Latin American banks. We believe the bank will benefit from a market-friendly shift in political direction in Chile combined with the substantial recovery in commodity prices over the past year. Responding to the slowdown that ensued post commodity-boom, the bank adopted a conservative position, exiting high risk segments, preserving liquidity, being more selective on asset growth, and cutting costs. As a result, we think Banco Santander-Chile is well positioned to benefit as a new credit cycle emerges in the country. More...

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Baron Funds Comments on BM&FBOVESPA SA Guru stock highlight
As the leading operator of financial exchanges in Brazil, BM&FBOVESPA SA (BSP:BVMF3) should benefit from the long-term development of the Brazilian capital markets, in our view. While the macroeconomic environment in Brazil remains weak, expectations of a recovery have driven solid gains in BM&FBOVESPA along with the broader Brazilian equity market and currency. Shares have also benefited from the company’s recent acquisition of Cetip, a provider of registration, custody, and settlement of fixed income securities, derivatives, and auto liens. The company has high barriers to entry due to its scale advantages, capital resources, and vertical integration into post-trading activities. We think BM&FBOVESPA will benefit from continued growth in trading volumes, bolstered by an improved competitive position from its acquisition of Cetip. More...

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Baron Funds Comments on China Everbright Limited Guru stock highlight
China Everbright Limited (HKSE:00165) is an asset management company with approximately US$6.5 billion in AuM, operating in Hong Kong and mainland China. The company has grown AuM at a 30% CAGR over the last five years and we believe it can maintain this impressive rate of growth as it is a big beneficiary of China’s increasing demand for asset diversification. Growth in AuM for the asset management industry is expected to triple by 2020 as China pushes to internationalize the RMB and eases investment constraints for institutional/state-owned investors. In addition we believe the low interest rates that have resulted from economic stimulus, a stagnating real estate market, and a recent crackdown on so-called wealth management products will compel more Chinese households to shift assets from traditional, low-yield products such as savings accounts into professionally managed investment vehicles. Taken together, we think these trends represent a significant opportunity for asset managers such as China Everbright. More...

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Baron Funds Comments on Haitong Securities Co. Guru stock highlight
Haitong Securities Co., Ltd. (SHSE:600837) is a leading firm providing securities and futures brokerage, investment banking, asset management, proprietary trading, and direct investment services. We believe the securities industry in China is still in early stages of development which provides meaningful growth opportunities such as deeper penetration of capital markets and the development of more sophisticated products. Trading volumes have fallen in response to a government crackdown on market misconduct, but we believe this headwind will prove temporary. In addition, should reforms move forward, we believe Haitong is well positioned to increase its participation in the financing of private and public enterprises, which is currently dominated by the state-owned bank sector. More...

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Baron Funds Comments on Worldpay Group plc Guru stock highlight
As is the case with numerous other industries, aspects of the financial industry are experiencing transformative technology-driven change, ranging from electronic trading platforms to software-as-a-service suppliers of financial intelligence to the investment community. While many of our financial technology holdings are based in the U.S., we also own U.K.-based Worldpay Group plc. (LSE:WPG), the largest payment processor and merchant acquirer in Europe. More...

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Baron Funds Comments on Worldpay Group plc Guru stock highlight
As is the case with numerous other industries, aspects of the financial industry are experiencing transformative technology-driven change, ranging from electronic trading platforms to software-as-a-service suppliers of financial intelligence to the investment community. While many of our financial technology holdings are based in the U.S., we also own U.K.-based Worldpay Group plc. (LSE:WPG), the largest payment processor and merchant acquirer in Europe. More...

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