Ron Baron

Ron Baron

Last Update: 02-14-2018

Number of Stocks: 319
Number of New Stocks: 20

Total Value: $21,693 Mil
Q/Q Turnover: 4%

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 Asset Fund Comments on MarketAxess Holdings Guru stock highlight
Within the Financials sector, MarketAxess Holdings Inc. (NASDAQ:MKTX) owns and operates the dominant electronic platform for trading corporate bonds and other fixed income securities. Trading across asset classes continues to migrate away from trading pits and phones to electronic venues. Regulations enacted after the global financial crisis of 2007-08 have accelerated this shift as higher capital and liquidity requirements for banks have restricted their ability to act as market-makers. We believe the corporate bond market is in the early stage of a secular transition from voice-based to electronic trading, and that MarketAxess, as a leading electronic platform, will be a prime beneficiary of this shift. Read more...
Baron Asset Fund Comments on Gartner Inc. Guru stock highlight
Gartner (IT) provides syndicated information and technology research and advisory services to IT and other businesses. The low price of its research relative to value has produced retention rates running above 100%. The Gartner brand is highly regarded, and it is frequently cited in the media as a leading expert on IT trends. Its stock price has almost quadrupled since we first invested and it is currently the Fund’s second largest holding. We think Gartner still has considerable room to expand both organically and through acquisitions such as research and advisory company CEB Inc., which it acquired earlier this year. We believe its key forward-looking metrics, including easing annual comparisons, improved sales force productivity, and increasingly refined sales tactics, point toward continued robust growth. Read more...
» More Ron Baron Articles

Commentaries and Stories

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Ron Baron Comments on The Charles Schwab Corp Guru stock highlight
Shares of discount brokerage firm The Charles Schwab Corp. (NYSE:SCHW) appreciated in the quarter. Schwab’s core operations continue to perform well. Net new assets are growing steadily and new clients are joining the firm at a record pace. Schwab has been focused on sharing economies of scale with clients through price reductions, rebates, and low-cost products. Despite these lower fees, operating margins continue to expand to record levels through its scale and efficiencies, which we believe bodes well for Schwab’s continued abilities to increase its client base and assets. (Michael Baron) More...

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Ron Baron Comments on CoStar Group Guru stock highlight
Shares of CoStar Group, Inc. (NASDAQ:CSGP), a real estate information and marketing services company, increased in the fourth quarter. Business trends were excellent, with revenue growth of 16% and bookings growth above 30%. More...

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Ron Baron Comments on Hyatt Hotels Corp Guru stock highlight
Shares of global hotelier Hyatt Hotels Corp. (NYSE:H) increased in the quarter after the company announced plans to sell $1.5 billion of hotels over the next three years and become more of a fee-based business. We think these sales could increase Hyatt’s fee business from 50% to 60% and improve stability overall. Management plans to use the proceeds to repurchase shares, which we believe should add value for shareholders. We think Hyatt has a strong balance sheet. (David Baron) More...

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Ron Baron Comments on Arch Capital Guru stock highlight
Arch Capital’s (NASDAQ:ACGL) shares fell in the quarter due to unusual storm activity that, surprisingly, did not cause as large an increase in insurance rates as many expected. This is the result of substantial liquidity throughout America’s financial businesses. Arch’s recent acquisition of a leading mortgage insurer provides it with an attractive diversifier to its property and casualty businesses. We believe this acquisition could have added as much as 10% to this company’s asset value. More...

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Ron Baron Comments on Vail Resorts Guru stock highlight
Vail Resorts’ (NYSE:MTN) share price also fell in the fourth quarter when limited snowfall in Colorado caused reduced visitation to the resort in December. This is although about half of Vail lift tickets were purchased last fallthrough its discounted Epic season pass program before ski season began. This and the geographically diversified network of ski mountains owned by Vail insulates the company to a large extent from revenue volatility due to weather. More...

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Ron Baron's Baron Partners Fund 4th Quarter Shareholder Letter Review of markets and holdings Ron Baron - Ron Baron's Baron Partners Fund 4th Quarter Shareholder Letter
Baron Partners Fund (the “Fund”) performed well in 2017 on both a relative and absolute basis. The Fund rose 31.91% (Institutional Shares). The Fund’s benchmark Russell Midcap Growth Index increased 25.27% and the S&P 500 Index increased 21.83% in 2017. More...

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Shutterfly Flits Higher on Lifetouch Acquisition Company expands into school photography PRIMECAP Management, Ron Baron, Mario Cibelli, Jim - Shutterfly Flits Higher On Lifetouch Acquisition
Online stationary retailer Shutterly Inc. (NASDAQ:SFLY) announced Tuesday afternoon it is buying privately held Lifetouch Inc. for $825 million in cash, expanding its business into school photography. More...

SHUTTERFLY, ACQUISITION, LIFETOUCH, PHOTOGRAPHY


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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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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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