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Ron Baron

Ron Baron

Baron Funds
Last update 2019-08-15 361 Stocks (29 new)
Value $24.94 Bil Turnover 4 %
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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. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings.

Ron Baron 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.
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Performance of Baron Partners Fund

Year Return % S&P500 % Excess Gain %
2018 -2.01 -4.57 2.6
2017 31.54 21.7 9.8
2016 4.04 12 -8
3-Year Cumulative (2016-2018) 34.10 (10.28/Year) 30.07 (9.16/Year) 4.03 (1.12/Year)
2015 -2.71 1.24 -4
2014 10.26 13.46 -3.2
5-Year Cumulative (2014-2018) 43.86 (7.54/Year) 49.41 (8.36/Year) -5.53 (-0.80/Year)
2013 47.63 32.31 15.3
2012 16.4 15.99 0.4
2011 -5.74 1.9 -7.6
2010 31.52 15.05 16.5
2009 28.2 26.35 1.9
10-Year Cumulative (2009-2018) 292.88 (14.66/Year) 239.65 (13.01/Year) 53.23 (1.65/Year)
2008 -46.67 -36.79 -9.9
2007 11.34 5.15 6.2
2006 21.55 15.84 5.7
2005 14.37 4.83 9.5
2004 42.35 10.7 31.6
15-Year Cumulative (2004-2018) 361.65 (10.74/Year) 203.48 (7.68/Year) 158.17 (3.06/Year)
2003 34.95 28.18 6.8
2002 -18.07 -21.58 3.5
2001 -15.71 -11.76 -3.9
2000 4.82 -9.75 14.6
1999 18.42 20.38 -2
20-Year Cumulative (1999-2018) 434.03 (8.74/Year) 192.44 (5.51/Year) 241.59 (3.23/Year)
1998 11.68 28.69 -17
1997 49.88 33.49 16.4
1996 16.13 22.5 -6.4
1995 36.94 38.06 -1.1
1994 4.76 0.38 4.4
25-Year Cumulative (1994-2018) 1389.22 (11.41/Year) 752.87 (8.95/Year) 636.35 (2.46/Year)
1993 28.78 10.08 18.7
1992 16.83 7.62 9.2

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