Growth Equity Specialists, Investing Beyond Expectations

For over 40 years, Baron Capital has captured the upside of progress by investing for the long term in businesses making meaningful economic impact.

Ron Baron, Neal Kaufman, and Wendy Lin discussing research and investments.

Our Investment Approach

At Baron Capital, our entire organization is united in a single investment style and objective. We are long-term investors in secular growth businesses that are run by great management teams and offer durable competitive advantages.

Our Principles

With trust as the cornerstone of our Firm, our principles work to align the interests of, and ensure transparency between, our employees and clients.

We are committed to comply with both the letter and the spirit of the laws and regulations that govern us.

We take our fiduciary responsibilities seriously.

Our actions must never be dictated by self interest or perceived as such.

If we treat our clients ethically and with respect, and we provide high quality services, we will be successful.

We insist on honesty, integrity, and fair dealing.

We maintain high ethical standards, when dealing with our clients, the companies in which we invest, our communities, our regulators, our competitors, 
and our co-workers.

Professionalism is critical to our business.

We are proud of our reputation for hard work, the quality of the individuals who work at our Firm, and the resultant quality of our investment research and asset management services.

Our most important assets are our employees and our reputation.

Although our business would be adversely affected if we lost either, our reputation would be the more difficult to regain.

We must avoid conflicts of interest and the perception of conflicts of interest.

We do not allow personal trading of individual securities by our employees. We have written policies for addressing other conflicts.

The success of our clients is of paramount importance.

Employee compensation is based on client success, and our employees invest in Baron Funds alongside Baron Fund shareholders.

We take an integrated approach to risk management.

Policies, procedures, and segregated functions are important for risk management, but our people and our culture are critical for monitoring and managing risk across the Firm.

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Assets Under Management

Baron Capital's assets under management have grown from $100 million in 1992 to $40.9 billion as of June 30, 2024.

Our History

From three employees and $100,000 in capital to a global investment management firm, we’ve had quite the journey. The story of Baron Capital begins long before the founding of the company in 1982.

Origins

Foundational Elements

Growing up in Asbury Park, a beach town in New Jersey, Ron Baron worked multiple part-time jobs to put himself through college. He graduated from Bucknell University with a B.A. in Chemistry in 1965 and worked at Georgetown University as a teaching fellow in biochemistry. 

Three years later, from 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. Despite his parents' desire for him to become a doctor, Ron moved to New York City in 1969 to pursue his dream of becoming a wall street analyst, and within four months, he landed his first analyst role. 

Asbury Park

Top Performance Since Inception

All data as of 03/31/2024. Additional Baron Funds performance data can be found here.

96.7%

of Baron Funds’® AUM, have outperformed their respective benchmarks.

94.6%

of Baron Funds'® AUM, rank in the top 20% of their respective categories.

70.7%

of Baron Funds'® AUM, rank in the top 5% of their respective categories. 

45.7%

of Baron Funds'® AUM, rank in the top 1% of their respective categories.

Meet Our People

Like the companies in which we invest, we look for people with integrity who are smart and experienced in their field. Our people have the tenacity and confidence to deliver on long-term success.

Investment Leadership

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Business Leadership

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Investment Team

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Thoughts from Our People

The reason we have long-tenured analysts and executives? We hire the best...those we judge to be the most talented...and best educated...and provide them with an incredible environment in which to work. That includes access to among the most interesting and talented executives of public companies...while working alongside other exceptional Baron individuals.

Ron BaronChairman, CEO, Portfolio ManagerView Bio

Latest News and Insights

Latest News and Insights

Insights
Investing in Technology: Beyond the IT Sector
By Michael Lippert 17 min read
Quarterly Letter
Baron Focused Growth Fund | Q2 2024
By Ron Baron, David Baron 27 min read
Quarterly Letter
Baron Health Care Fund | Q2 2024
By Neal Kaufman 22 min read

Our ESG Policies

ESG Integration Into Our Research Process

The assessment of ESG principles is a natural part of the Baron Capital research process and investment approach. We have long sought to find growth companies with sustainable competitive advantages, and we recognize the importance ESG factors and risks play in the long-term success that we seek.

We believe that well managed companies are run by great people who seek to minimize risks and maximize their ability to capitalize on growth opportunities, while being good stewards of capital, good corporate citizens, and benefiting all stakeholders.
James Stone
James Stone
VP, Director of ESG Research
VP, Director of ESG Research

Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

    People Make the Difference

    In the same way we construct portfolios, we have built the Baron Capital team one person at a time. For those that share our entrepreneurial spirit, our approach to investing, and a genuine professional passion for delivering results, Baron Capital becomes their home.
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      Contact Us

      Baron Capital offers a wide range of growth equity solutions in a variety of investment vehicles. Contact Baron Capital to learn more.