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 (%)
201731.5421.719.8
20164.0411.96-7.9
2015-2.711.38-4.1
3-Year Cumulative33.1 (10%/year)38.1 (11.4%/year)-5 (-1.4%/year)
201410.2613.69-3.4
201347.6332.3915.2
5-Year Cumulative116.7 (16.7%/year)107.9 (15.8%/year)8.8 (0.9%/year)
201216.4160.4
2011-5.742.11-7.8
201031.5215.0616.5
200928.226.461.7
2008-46.67-37-9.7
10-Year Cumulative113.8 (7.9%/year)125.8 (8.5%/year)-12 (-0.6%/year)
200711.345.495.9
200621.5515.795.8
200514.374.919.5
200442.3510.8831.5
200334.9528.686.3
15-Year Cumulative535.8 (13.1%/year)312.8 (9.9%/year)223 (3.2%/year)
2002-18.07-22.14.0
2001-15.71-11.89-3.8
20004.82-9.113.9
199918.4221.04-2.6
199811.6828.58-16.9
20-Year Cumulative508.6 (9.5%/year)300.8 (7.2%/year)207.8 (2.3%/year)
199749.8833.3616.5
199616.1322.96-6.8
199536.9437.58-0.6
19944.761.323.4
199328.7810.0818.7
25-Year Cumulative1857.2 (12.6%/year)908.6 (9.7%/year)948.6 (2.9%/year)
199216.837.629.2

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...
Ron Baron Says He Won't Sell Tesla Stake 'Long-term investment thesis on Tesla has not changed,' firm says
New York-based Baron Funds reiterated its faith in Tesla (NASDAQ:TSLA) this week after the company hit a series of speed bumps. The long-term-focused firm, founded by noted investor Ron Baron (Trades, Portfolio) in 1982, had about 1.41% of its assets under management wrapped up in Tesla as of March 29. Read more...
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 (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. Read more...
Baron Funds Comments on Under Armour Guru stock highlight
Shares of athletic apparel company Under Armour, Inc. (NYSE:UA) declined in the first quarter on reported earnings and guidance that missed Street expectations. Increased promotional activity, improved competitor positioning and a key distributor’s bankruptcy lowered wholesale revenue. The company is attempting to diversify its wholesale distribution domestically while growing into other geographies and categories, which will likely cut into profitability over the next year, in our view. We believe many of these issues are temporary and the long-term demand for its products, and, as a result, its earnings potential remains relatively intact. (Michael Baron) Read more...
Ron Baron Comments on Zillow Group Guru stock highlight
Zillow Group, Inc. (NASDAQ:ZG) is the leading online real estate company in the U.S. Shares were down in the first quarter after the company reported a 2017 outlook that missed Street expectations. We believe that several products launched at the end of 2016 and early this year will start to have a positive impact on Zillow’s revenue growth through 2017. As the leader of a highly fragmented market, Zillow remains well positioned to grow its share, in our view. (Ashim Mehra) Read more...
» More Ron Baron Articles

Commentaries and Stories

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Rating: 5.0/5 (1 vote)

Maximus: Waiting for a Further Dip An excellent mid-cap with a strong history and good growth prospects Ron Baron, Columbia Wanger, Joel Greenblatt, Chuck - Maximus: Waiting For A Further Dip
A new chief executive took over the corner office at Maximus Inc. (NYSE:MMS) on April 1. Bruce Caswell, who’s been with the company since 2004, takes over an operationally and financially robust enterprise. More...

MAXIMUS, BRUCE CASWELL, MID-CAP, GOVERNMENT PARTNERSHIPS, BUSINESS PROCESS MANAGEMENT, HEALTH SERVICES, U.S. FEDERAL SERVICES, HUMAN SERVICES, MACPHERSON MODEL, WARREN BUFFETT, GREAT COMPANIES AT GREA


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Ron Baron Says He Won't Sell Tesla Stake 'Long-term investment thesis on Tesla has not changed,' firm says Ron Baron - Ron Baron Says He Won't Sell Tesla Stake
New York-based Baron Funds reiterated its faith in Tesla (NASDAQ:TSLA) this week after the company hit a series of speed bumps. The long-term-focused firm, founded by noted investor Ron Baron (Trades, Portfolio) in 1982, had about 1.41% of its assets under management wrapped up in Tesla as of March 29. More...

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Tesla Shares Dive 8 Percent Officials launch investigation Ron Baron - Tesla Shares Dive 8 Percent
Electric car company Tesla (NASDAQ:TSLA)’s stock plunged more than 8% Tuesday as the National Transportation Safety Board announced it would investigate a fatal car crash of one of its self-driving vehicles. The fatal accident took place March 23 when a driver crashed into a median in Mountain View, California. More...

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2 Guru Stock Picks That Posted Gains Out of the Gate Altair Engineering has seen a 65% jump since trading began Ron Baron, Chuck Royce, Stanley Druckenmiller, Ste - 2 Guru Stock Picks That Posted Gains Out Of The Gate
A growing cadre of gurus is buying up shares of two little known stocks of companies that posted gains out of the gate. More...

CEMENT, INITIAL PUBLIC OFFERING, ENGINEERING, SIMULATION, SOFTWARE, ARGENTINA, EMERGING MARKET, ECONOMY, RECESSION


  • Currently 4.00/5

Rating: 4.0/5 (5 votes)

6 Five-Star Quality Companies for 2018 A deeper understanding of a company's quality Warren Buffett, Ron Baron, Richard Pzena - 6 Five-Star Quality Companies For 2018
On March 14, the “High Quality” screener identified 22 U.S. companies that have good value potential. Six of these companies have a profitability rank of 9 and a GuruFocus business predictability rank of five stars: Biogen Inc. (NASDAQ:BIIB), Cerner Corp. (NASDAQ:CERN), Edwards Lifesciences Corp. (NYSE:EW), Jack Henry & Associates Inc. (NASDAQ:JKHY), NetEase Inc. (NASDAQ:NTES) and Tyler Technologies Inc. (NYSE:TYL). More...

WARREN BUFFETT, RON BARON, RICHARD PZENA


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Ron Baron Trims Under Armour, Amazon, Inovalon Guru's largest sales of the 4th quarter Ron Baron - Ron Baron Trims Under Armour, Amazon, Inovalon
 Ron Baron (TradesPortfolio), the founder of Baron Capital Management, sold shares of the following stocks during the fourth quarter. More...

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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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Rating: 0.0/5 (0 votes)

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


  • Currently 3.63/5

Rating: 3.6/5 (8 votes)

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


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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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Rating: 0.0/5 (0 votes)

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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