Baron Capital Expands Global Access to UCITS Funds Through Allfunds

NEW YORK – September 24, 2026 – Baron Capital, a premier New York-based growth equity investment management firm, with a 44-year track record of long-term, fundamental, research-driven investing, today announced that its full suite of Baron Capital UCITS Funds is now available to professional clients through Allfunds, a leading global wealth management platform. This placement expands access to the Firm’s actively managed investment approach for professional clients outside the U.S.

“We’ve had numerous conversations with a growing number of professional clients in the U.S. and internationally who are looking for greater access to our actively managed, growth equity strategies. They want more flexibility to access our strategies through the vehicles and platforms they already use,” said Michael Baron, Co-President and Portfolio Manager. “Making our UCITS Funds available to professional clients through Allfunds responds directly to that demand. As we continue to grow our business, client needs will remain at the center of how we expand and offer solutions to investors.”

The UCITS Funds now available to professional clients through Allfunds apply Baron Capital’s same long-term, fundamental, research-driven investment philosophy across a range of global and U.S. growth equity strategies:

• Baron Capital US All Cap Focused Growth Fund: Managed by Ron Baron, David Baron, and Michael Baron, the strategy invests in a portfolio of U.S. growth companies across all market capitalizations. The portfolio consists of investments spanning different growth profiles—core growth, disruptive growth, financials, and real/irreplaceable assets—across a variety of industries and diverse end markets, with an emphasis on companies we believe have growth durability and long-term compounding potential.
• Baron Capital US Opportunity Fund: Managed by Michael Lippert, the strategy invests in U.S. high-growth businesses of any market capitalization, sector, or industry benefiting from secular growth trends. The portfolio focuses on companies at the steepest part of the S-curve that we believe demonstrate innovation through the development of pioneering, transformative, or technically advanced products and services.
• Baron Capital US Real Estate Fund: Managed by Jeff Kolitch, the strategy invests in U.S. real estate and real estate-related growth businesses of any market capitalization. The portfolio spans residential, commercial, and related real estate and services, including REITs, that we believe are benefiting from secular growth.  
• Baron Capital US Small Cap Fund: Managed by Neal Rosenberg and David Goldsmith, the strategy invests in small-cap U.S. growth businesses with leading competitive positions. The portfolio consists of companies that we believe can grow at a faster rate than the broader market and economy and that can add value through margin expansion and capital allocation decisions.
• Baron Capital Global Durable Advantage Fund: Managed by Guy Tartakovsky and Alex Umansky, the strategy invests in established, high-quality companies earning high returns on invested capital and generating strong cash flow, which we believe can compound value over time across diverse global markets.
• Baron Capital Global Opportunity Fund: Managed by Alex Umansky, the strategy invests in high-growth global companies of any market capitalization that we believe are positioned to benefit from secular growth trends, disruptive innovation, and expanding global opportunities.

"Allfunds combines global reach with the infrastructure professional clients need to access investment strategies efficiently," said Katya Rosenblatt, Senior Managing Director, Global Head of Distribution and Business Development at Baron Capital. "Making Baron Capital’s UCITS Funds available to professional clients on the platform advances our long-term commitment to serving clients globally.”

About Baron Capital

Baron Capital is a research and asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $69.7 billion in assets under management* (as of June 30, 2026) across 26 strategies, Baron Capital prides itself on delivering the best solutions and outcomes for clients globally.

*Includes client and proprietary accounts

Media Contact

Prosek Partners
(646) 807-9906
Pro-BaronCapital@prosek.com

This communication is intended solely for professional clients where permitted by applicable laws. It is not directed at or intended for retail investors. Additionally, the availability of the funds on the Allfunds platform does not constitute an offer, solicitation or marketing of the funds in any jurisdiction where such offer, solicitation or marketing would be unlawful. Any offering is subject to applicable local regulatory requirements.

Please note that the funds may not be available for distribution in all jurisdictions where this communication is received. Investors should consult the relevant fund documentation and consider any applicable local restrictions before making an investment decision.

The UCITS Funds are subject to an annual management fee which varies by share class and other expenses which are subject to a cap of 0.15% for all funds and classes. Please refer to each UCITS Fund’s prospectus and supplement for additional information. 

Risks: Non-U.S. investments may involve additional risks to those inherent in U.S. investments, including exchange-rate fluctuations, political or economic instability, the imposition of exchange controls, expropriation, limited disclosure and illiquid markets, resulting in greater share price volatility. Securities issued by small and medium-sized companies may be thinly traded and may be more difficult to sell during market downturns. Growth stocks can react differently to issuer, political, market and economic developments than the market as a whole and other types of stocks. Factors that could affect the value of real estate include but are not limited to the following: overbuilding and increased competition; increases in property taxes and operating expenses; declines in the value of real estate; and vacancies due to economic conditions and tenant bankruptcies. Technology companies, including internet-related and information technology companies, as well as companies propelled by new technologies, may present the risk of rapid change and product obsolescence, and their successes may be difficult to predict for the long term. Even though a Portfolio may be diversified, it may establish significant positions where the Adviser has the greatest conviction. This could increase volatility of the Portfolio's returns. If the Portfolio is non-diversified, it may have a greater percentage of its assets in a single issuer, sector or industry than a diversified fund. Single issuer risk is the possibility that factors specific to an issuer to which the Portfolio is exposed will affect the market prices of the issuer’s securities and therefore the value of the Portfolio. 

Figures in USD 

The performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Returns could be reduced, or losses incurred, due to currency fluctuations.

Risks: Past performance is not a guide to future performance. The value of investments and income from them may go down as well as up. Your capital is at risk. 

This is a marketing communication. This is not a contractually binding document. Please refer to the prospectus of the UCITS and the Key Investor Documents, relevant to your region (i.e. either the PRIIPS Key Investor Document (KID) or the UCITS Key Investor Information Document (KIID)). Do not base any final investment decision on this communication alone.

UK and EU

Baron Capital Management UK Limited is an appointed representative of Vittoria & Partners LLP (FRN 709710) which is authorised and regulated by the Financial Conduct Authority. The appointed representative status enables Baron Capital Management UK Limited to conduct arranging business in the UK. This material has been approved by Vittoria & Partners LLP for distribution to professional investors in the UK.

Baron Capital has partnered with FundRock Distribution S.A., who will distribute Baron’s products and services in the EEA. FundRock Distribution S.A. is a public limited company incorporated under the laws of the Grand Duchy of Luxembourg, registered office at Airport Center Building 5 Heienhaff, L-1736 Senningerberg, Luxembourg and registered with the Luxembourg trade and companies register under number B253257.

For any queries or questions coming from EU/EEA potential investors, please contact Arnaud Gérard, CFA, Managing Director FundRock Distribution at Arnaud.GERARD@Fundrock.com or call +352691992088. 

For information on Baron Capital or any queries or questions coming from non-EU/EEA potential investors, please contact Stephen Millar, Head of Europe Business Development at smillar@baroncapitalgroup.com or call +44(0)7769-958822.

Latin America

Argentina
These securities will not be authorized for public offer in Argentina and may not be offered or sold in circumstances which constitute a public offering of securities under Argentine law no. 26,831, as amended.

Brazil
The securities have not been and will not be issued nor publicly placed, distributed, offered, or negotiated in the Brazilian capital markets and, as a result, have not been and will not be registered with the Brazilian Securities and Exchange Commission (Comissão de Valores Mobiliários – CVM). Any public offering or distribution, as defined under Brazilian laws and regulations, of the securities in Brazil is not legal without prior registration under Law No. 6,385/1976, and CVM Instruction No. 400/2003 (each as amended). Documents relating to the offering of the securities, as well as information contained therein, may not be supplied to the public in Brazil (as the offering of the securities is not a public offering of securities in Brazil), nor be used in connection with any offer for subscription or sale of the securities to the public in Brazil. Therefore, each of the purchasers has represented, warranted, and agreed that it has not offered or sold, and will not offer or sell, the securities in Brazil, except in circumstances which do not constitute a public offering, placement, distribution or negotiation of securities in the Brazilian capital markets regulated by Brazilian legislation. Persons wishing to offer or acquire the securities within Brazil should consult with their own counsel as to the applicability of registration requirements or any exemption therefrom.

Chile
Pursuant to the Securities Market Law of Chile and Norma de Carácter General (Rule) No. 336, dated June 27, 2012, issued by the Chilean Commission for the Financial Market (Comisión para el Mercado Financiero or “CMF”) (“Rule 336”), the securities may be privately offered to certain accredited investors identified as such by Rule 336 (which in turn are further described in Rule No. 216, dated June 12, 2008, of the CMF).

Rule 336 requires the following information to be provided to prospective investors in Chile:

1. Date of commencement of the offer: As of June 30, 2026. The offer of the securities is subject to Rule (Norma de Carácter General) No. 336, dated June 27, 2012, issued by the CMF;
2. The offered securities and this offering document are not registered with the Securities Registry (Registro de Valores) of the CMF, nor with the Foreign Securities Registry (Registro de Valores Extranjeros) of the CMF and as such are not subject to the oversight of the CMF;
3. Since the offered securities are not registered in Chile, there is no obligation by the issuer to make publicly available information about the offered shares in Chile; and
4. The offered securities shall not be subject to a public offering in Chile unless registered with the relevant Securities Registry of the CMF.

Peru
The units have not been and will not be registered in Peru under Legislative Decree No. 861, Ley del Mercado de Valores (the “Securities Market Law”) and its complementary regulations, and are being offered to institutional investors only (as defined in article 8 of the Securities Market Law and the Reglamento del Mercado de Inversionistas Institucionales, approved by SMV Resolution No. 021-2013-SMV-01), pursuant to a private placement, under the terms of article 5 of the Securities Market Law. The units have not been registered in the Securities Market Public Registry (Registro Público del Mercado de Valores) maintained by, and the offering of such securities in Peru is not subject to the supervision of, the Superintendencia del Mercado de Valores.

By subscribing for an interest in the Fund, each subscriber in Peru will be deemed to represent to the Fund that it is an "institutional investor" under the applicable abovementioned Peruvian regulation. Any transfers of the units shall be subject to the limitations contained in the Securities Market Law and regulations issued thereunder.

As the units are not registered in Peru, there is no obligation to deliver public information in this jurisdiction regarding the securities hereby offered. These securities cannot be offered through a public offering in Peru as long as they are not registered in the Securities Market Public Registry. Certain regulatory information obligations may apply before the Superintendencia de Banca, Seguros y AFP depending on the regulatory qualification of the investor subscribing the shares or units of the Fund.

The persons and/or entities that do not qualify as “institutional investors” under the abovementioned Peruvian regulations, shall abstain from participating in the private placement of the units of the Fund.

Mexico
The Funds have not and will not be registered with the National Registry of Securities maintained by the National Banking and Securities Commission and may not be publicly offered in Mexico. However, the Funds may be offered to institutional or qualified investors pursuant to the private offering exceptions provided in the Securities Market Law.

Middle East

Dubai & UAE
The offering document that this material pertains to is not subject to any form of regulation or approval by the Dubai Financial Services Authority ("DFSA"). The DFSA has no responsibility for reviewing or verifying any offering memorandum or other document in connection with this product. Accordingly, the DFSA has not approved this product or its offering memorandum or any other associated documents nor taken any steps to verify the information set out in this offering memorandum.

This product shall only be offered upon request to institutions and individuals who qualify as a "Professional Client" as defined in the DFSA Conduct of Business Rulebook and shall not be offered, sold or publicly promoted or advertised in the Dubai International Financial Centre (the "DIFC") other than in compliance with the applicable DIFC laws and DFSA rules and regulations.

Baron Capital Management (DIFC) Limited, located at Level 8, Gate Village Building 10, Dubai International Financial Centre (DIFC), Dubai, UAE is registered in the Dubai International Financial Centre (DIFC) and is regulated by the Dubai Financial Services Authority (DFSA) with firm reference number F011236.

This Prospectus relates to a fund which is not subject to any form of regulation or approval by the Dubai Financial Services Authority ("DFSA").

Unless otherwise permitted, this Prospectus may be made available only to persons of a type specified in the DFSA’s Rules (i.e. "Professional Clients") and, therefore, must not be delivered to, or relied on by a Retail Client, or any other type of person. This Prospectus is for the exclusive use of the persons to whom it is addressed and in connection with the subject matter contained therein.

The DFSA has no responsibility for reviewing or verifying any Prospectus or other documents in connection with this Fund. Accordingly, the DFSA has not approved this Prospectus or any other associated documents nor taken any steps to verify the information set out in this Prospectus and has no responsibility for it.

The Shares to which this Prospectus relates may be illiquid and/or subject to restrictions on their resale. Prospective purchasers should conduct their own due diligence on the Shares.

If you do not understand the contents of this document, you should consult an authorized financial adviser.

This Prospectus is strictly private and confidential and is being distributed to a limited number of investors and must not be provided to any person other than the original recipient, and may not be reproduced or used for any other purpose. The interests in the international shares may not be offered or sold directly or indirectly to the public in the Dubai International Financial Centre.

The Fund is a UCITS ICAV (an Irish collective asset management vehicle) and will be managed by BAMCO, Inc., domiciled in the U.S.A. regulated by the U.S. Securities and Exchange Commission. The management company of the Fund is FundRock Management Company S.A. In accordance with the provisions of the United Arab Emirates (UAE) Securities and Commodities Authority’s (SCA) Board Decision No. (9/R.M) of 2016 Concerning the Regulations as to Mutual Funds, the shares in the Fund to which this prospectus/KIID relates may only be promoted in the UAE as follows: without the prior approval of SCA, only in so far as the promotion is directed to (i) financial portfolios owned by federal or local governmental agencies; (ii) investors following a reverse enquiry; or with the prior approval of the SCA. Any approval of the SCA to the promotion of the Fund units in the UAE does not represent a recommendation to purchase or invest in the Fund. The SCA has not verified the prospectus/KIID or other documents in connection with this Fund and the SCA may not be held liable for any default by any party involved in the operation, management, or promotion of the Fund in the performance of their responsibilities and duties, or the accuracy or completeness of the information in the prospectus/KIID.

The Fund shares to which this prospectus/KIID relates may be illiquid and/or subject to restrictions on their resale. Prospective investors should conduct their own due diligence on the Fund shares. If you do not understand the contents of this document you should consult an authorised financial advisor.

Kuwait
This document is not for general circulation to the public in Kuwait. The shares have not been licensed for offering in Kuwait by the Kuwait Capital Markets Authority or any other relevant Kuwaiti government agency. The offering of the shares in Kuwait on the basis of a private placement or public offering is, therefore, restricted in accordance with Law No. 7 of 2010 (the Kuwait Capital Markets Law) (as amended) and the bylaws thereto (as amended). No private or public offering of the shares is being made in Kuwait, and no agreement relating to the sale of the shares will be concluded in Kuwait. No marketing or solicitation or inducement activities are being used to offer or market the shares in Kuwait.

Oman 
Baron Capital Management, Inc. neither has a registered business presence nor a representative office in Oman and does not undertake banking business or provide financial services in Oman. Consequently, Baron Capital Management, Inc. is not regulated by either the Central Bank of Oman or Oman’s Capital Market Authority (“CMA”). 

The information contained in this document neither constitutes a public offer of securities in the Sultanate of Oman as contemplated by the Commercial Companies Law of Oman (Royal Decree 4/74) or the Capital Market Law of Oman (Royal Decree 80/98), nor does it constitute an offer to sell, or the solicitation of any offer to buy Non-Omani securities in the Sultanate of Oman as contemplated by Article 139 of the Executive Regulations of the Capital Market Law (issued by Decision No.1/2009). Additionally, this document is not intended to lead to the conclusion of a contract for the sale or purchase of securities. 

This document has not been approved by the CMA or any other regulatory body or authority in Oman, and no authorization, license or approval has been received by Baron Capital Management, Inc. from the CMA or any other regulatory authority in Oman, to market, offer, sell, or distribute the securities within Oman. Baron Capital Management, Inc. does not advise persons or entities resident or based in Oman as to the appropriateness of investing in or purchasing, or selling securities or other financial products. Nothing contained in this document is intended to constitute Omani investment, legal, tax, accounting, or other professional advice. 

The recipient of this document represents that it is a financial institution or a sophisticated investor (as described in Article 139 of the Executive Regulations of the Capital Market Law) and that its officers/employees have such experience in business and financial matters that they are capable of evaluating the merits and risks of investments.

Qatar 
The materials contained herein are not intended to constitute an offer, sale, or delivery of the shares or other financial products under the laws of Qatar. The shares have not been and will not be authorised by the Qatar Financial Markets Authority, the Qatar Financial Centre Regulatory Authority, or the Qatar Central Bank, in accordance with their regulations or any other regulations in Qatar. The shares are not and will not be traded on the Qatar Stock Exchange.

Saudi Arabia
This document may not be distributed in the Kingdom except to such persons as are permitted under the Investment Funds Regulations issued by the Capital Market Authority. The Capital Market Authority does not make any representation as to the accuracy or completeness of this document, and expressly disclaims any liability whatsoever for any loss arising from, or incurred in reliance upon, any part of this document. Prospective purchasers of the securities offered hereby should conduct their own due diligence on the accuracy of the information relating to the securities.

APAC

Australia
Baron Capital Management, Inc. is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) (the Act) in respect of the financial services it is providing. Baron Capital Management, Inc. is regulated by the SEC under US laws, which differ from Australian law. This material may only be provided to and our services may only be provided to wholesale clients (as defined in section 761G of the Act). This material contains general information only, does not contain any personal advice and does not take into account any prospective investors’ objectives, financial situation or needs.

China 
This Circular may not be circulated or distributed in the PRC and the funds may not be offered or sold directly or indirectly, to any resident of the PRC or offered or sold to any person for reoffering or resale directly or indirectly to any resident of the PRC except pursuant to applicable laws and regulations of the PRC.

Hong Kong
These materials are supplied to you either on a private basis or in response to your specific request, and not in response to any public marketing by Baron Capital. This information is confidential and is meant only for the intended recipient and may not be distributed to any third party. No Baron Capital managed investment fund has been registered with the Securities and Futures Commission in Hong Kong and accordingly no services provided by Baron Capital or any Baron Capital managed investment fund or investment connected therewith may be marketed, promoted, solicited, offered, transferred, sold or delivered, whether directly or indirectly, to any individual or legal entity in Hong Kong other than in accordance with Hong Kong law.

For Residents of Hong Kong

WARNING: The contents of this prospectus have not been reviewed by any regulatory authority in Hong Kong. You are advised to exercise caution in relation to the offer. If you are in any doubt about any of the contents of this prospectus, you should obtain independent professional advice.

The contents of this prospectus have not been reviewed or approved by any regulatory authority in Hong Kong. This prospectus does not constitute an offer or invitation to the public in Hong Kong to acquire interests. Accordingly, no person may issue or have in its possession for the purposes of issue, this prospectus or any advertisement, invitation or document relating to the interests, which is directed at, or the contents of which are likely to be accessed or read by, the public in Hong Kong except where:

1. The interests are only intended to be offered to “professional investors” (as such term is defined in the Securities and Futures Ordinance of Hong Kong (Cap. 571 of the Laws of Hong Kong), as amended (the “SFO”) and the subsidiary legislation made thereunder);
2. In circumstances which do not result in this prospectus being a “prospectus” as defined in the Companies (Winding Up and Miscellaneous Provisions) Ordinance of Hong Kong (Cap. 32 of the Laws of Hong Kong), as amended (the “CO”); or
3. In circumstances which do not constitute an offer or an invitation to the public for the purposes of the SFO or the CO.

The offer of the interests is personal to the person to whom this prospectus has been delivered and a subscription for interests will only be accepted from such person. No person to whom a copy of this prospectus is issued may copy, issue or distribute this prospectus in Hong Kong, or make or give a copy of this prospectus to any other person.

Japan 
The material is not for the purpose of solicitation but for informational purposes only.

Korea 
This material shall not be construed as marketing or soliciting Investment from a Korean resident. Products and services described herein may not be offered, sold, and delivered, directly or indirectly, or offered or sold to any person for re-offering or resale, directly or indirectly, in Korea or to any resident of Korea, except pursuant to the applicable laws and regulations of Korea, including the Financial Investment Services and Capital Markets Act and its subordinate decrees and regulations (collectively "FSCMA"), and the Foreign Exchange Transaction Law of Korea and its subordinate decrees and regulations (collectively, "FETL"). This presentation material is provided only to professional investors prescribed by Article 301, Paragraph 2 of the Enforcement Decree of the FSCMA for informational purposes.

Singapore
This material has not been registered as a prospectus with the Monetary Authority of Singapore. The offer or intended offer of shares of the Fund does not relate to a collective investment scheme which is authorised under Section 286 of the Securities and Futures Act, Chapter 289 of Singapore, as amended or modified (the “SFA”), or recognised under Section 287 of the SFA. Accordingly, this material and any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares of the Fund may not be circulated or distributed, nor may shares of the Fund be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to persons in Singapore other than to an institutional investor under Section 304 or 304A of the SFA.

Israel

BAMCO, Inc. is not licensed under Israel’s Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and does not carry insurance pursuant to the Advice Law. No action has been or will be taken in Israel that would permit a public offering or distribution of the Funds mentioned in this document to the public in Israel. This document and the Funds mentioned herein have not been approved by the Israeli Securities Authority (the “ISA”). In addition, the Funds mentioned in this document are not regulated under the provisions of Israel’s Joint Investment Trusts law, 5754-1994 (the “Joint Investment Trusts Law”). This document and the Funds mentioned herein will only be distributed to Israeli residents in reliance on an exemption from any advice or marketing restrictions in a manner that will not constitute “an offer to the public” under sections 15 and 15a of]/[in reliance on an exemption from the prospectus requirements under the Israel Securities Law, 5728-1968 (the “Securities Law”) or the Joint Investment Trusts Law, and any guidelines, pronouncements, or rulings issued from time to time by the ISA as applicable.

This document and the Funds mentioned herein are only intended for those categories of Israeli residents who are qualified investors listed in the First Addendum to the Securities Law, and who are also qualified clients listed on the First Addendum to the Advice Law; in all cases, under circumstances that will fall within the exemption from the licence requirement under the Advice Law and the private placement or other exemptions of the Joint Investment Trusts Law, the Securities Law and any applicable guidelines, pronouncements, or rulings issued from time to time by the ISA.

This document may not be reproduced or used for any other purpose, nor be furnished to any other person other than those to whom copies have been sent. Nothing in this document should be considered investment advice or investment marketing as defined in the Advice Law, nor a substitute for investment marketing, which takes into consideration the special data and needs of each person. This document does not constitute an offer to sell, or solicitation of an offer to buy, any securities, nor does it constitute an offer to sell to, or solicitation of an offer to buy from, any person or persons in any state or other jurisdiction in which such offer or solicitation would be unlawful, or in which the person making such offer or solicitation is not qualified to do so, or to a person or persons to whom it is unlawful to make such offer or solicitation.

Switzerland

The representative in Switzerland is FundRock Switzerland SA, Route de Cité-Ouest 2, 1196 Gland, Switzerland. The paying agent in Switzerland is Banque Cantonale de Genève. The prospectus, constitutional documents, Key Information Document and the annual and semi-annual reports can be obtained free of charge from the representative.

You should note that a KID or KIID is available, together with a prospectus with further detailed information on the Fund. For full risks and investor rights, please see fund prospectus and supplement in English and the KID or KIIDs in one of the official languages of each member state in which the Fund is registered, which are available free of charge at BaronCapitalGroup.com.

The Prospectus as well as a summary of investor rights are available in English. These documents are available at BaronCapitalGroup.com.

Baron Capital may terminate the agreements made for the marketing of the fund pursuant to Article 93a of Directive 2009/65/EC.