Institutions

A Research-Driven Approach, Delivered Through Active ETFs

For more than four decades, Baron Capital has delivered a consistent, research-driven investment approach across market cycles. Our Active ETFs provide institutional investors with access to this long-term philosophy in a vehicle designed to meet evolving asset allocation and portfolio construction needs.

You gain direct access to the same research intensity, high-conviction selection, and business-owner perspective that define our long-term strategies—now in an ETF wrapper providing another flexible, transparent offering for your clients.

Portfolio Holding | Taiwan Semiconductor Manufacturing Company Limited

Our Strategic Pillars

Our Active ETFs are grounded in the same principles that have guided Baron Capital since our start.

Disciplined Curiosity

We go beyond numbers, asking hard questions to understand businesses from the inside out. Our process uncovers insights others overlook by using real research—not algorithms. With true depth of understanding, we identify durable growth early and stay invested long enough for it to matter.

Owner’s Mindset

We invest like long-term business owners, not traders, with a focus on the fundamentals. Our typical holding period of five to seven years reflects our belief that great companies need time to grow. We look for the long-term vision. That patience—and our conviction—carries directly into our Active ETFs.

Exceptional People

Great businesses are built by exceptional leaders; that’s who we invest in. We look for visionaries and proven management teams who operate with integrity, vision, and proven execution. Their leadership and strategic discipline are often the real drivers of long-term growth and value creation.

Michael Baron, Baron Capital Co-President and Portfolio Manager

Thoughts from Our Investment Team

With Active ETFs, we’re building portfolios the same way we always have—around great growth companies with durable advantages and exceptional management teams. What sets us apart is the depth of understanding behind every name and the patience to let great businesses do what they do best.

Michael BaronCo-President, Portfolio ManagerView Bio