Ron Baron

Ron Baron

Baron Funds
Last update 2020-07-10 338 Stocks (20 new)
Value $20.41 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 %
2019 44.99 30.58 14.4
2018 -2.01 -4.57 2.6
2017 31.54 21.7 9.8
3-Year Cumulative (2017-2019) 86.89 (23.18/Year) 51.65 (14.89/Year) 35.24 (8.29/Year)
2016 4.04 12 -8
2015 -2.71 1.24 -4
5-Year Cumulative (2015-2019) 89.17 (13.60/Year) 71.96 (11.45/Year) 17.21 (2.15/Year)
2014 10.26 13.46 -3.2
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
10-Year Cumulative (2010-2019) 344.34 (16.08/Year) 251.03 (13.38/Year) 93.31 (2.70/Year)
2009 28.2 26.35 1.9
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
15-Year Cumulative (2005-2019) 370.21 (10.87/Year) 257.98 (8.87/Year) 112.23 (2.00/Year)
2004 42.35 10.7 31.6
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
20-Year Cumulative (2000-2019) 553.86 (9.84/Year) 217.22 (5.94/Year) 336.64 (3.90/Year)
1999 18.42 20.38 -2
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
25-Year Cumulative (1995-2019) 1961.11 (12.87/Year) 1009.46 (10.10/Year) 951.65 (2.77/Year)
1994 4.76 0.38 4.4
1993 28.78 10.08 18.7
1992 16.83 7.62 9.2

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