Where Experience Meets Opportunity
At Baron Capital, we are a team of experienced investment professionals dedicated to helping our clients achieve their financial goals. Our history dates back to 1982, and during this time, we have consistently delivered strong returns to our investors. Our investment philosophy is centered around a disciplined approach to stock selection, and we believe that a focus on quality and value is essential for long-term success.
Investment Philosophy
Our investment team is committed to a rigorous approach to stock selection, which is guided by a combination of fundamental research and analysis. We focus on companies with strong financials, talented management teams, and a unique competitive advantage. Our portfolio managers have a long history of identifying undervalued companies that have the potential to outperform the market over the long-term.
Products
We offer a range of investment products to help our clients achieve their financial goals. Our products include:
- Mutual Funds: Our range of mutual funds is designed to offer investors a diversified portfolio of high-quality stocks. Our funds are available through a variety of share classes, including institutional share classes, and are suitable for a range of investors, from individuals to institutions.
- Separate Accounts: Our separate accounts are designed for institutional investors, who require a customized investment solution that meets their specific needs.
- Non-U.S. Investors: We offer a range of investment options for accredited non-U.S. investors and qualified tax-exempt U.S. investors, including SICAV funds, separate accounts, collective investment trusts, and Baron USA Partners Fund.
Insights & Reports
Our investment team regularly publishes commentary and insights on the market and the companies we follow. Our quarterly reports and annual commentaries provide a detailed overview of our investment approach and the performance of our funds.
History
Baron Capital was founded in 1982 by Ron Baron, who is still our CEO today. Over the years, we have established a strong track record of delivering strong returns to our investors. Our team of experienced investment professionals has a deep understanding of the markets and a proven ability to identify undervalued companies with strong potential for growth.
Our Team
Our team of experienced investment professionals is dedicated to helping our clients achieve their financial goals. Our investment team is led by Ron Baron, who is responsible for the overall direction of the firm. Our portfolio managers have many years of experience in the investment industry and are responsible for the day-to-day management of our funds.
Customer Service Issues
The majority of reviewers expressed frustration with the company's customer service, citing issues with lost paperwork, unhelpful phone calls, and difficulty transferring funds.
Performance of Funds
On the other hand, some reviewers praised the performance of the funds themselves, with one reviewer stating that they "beat their relative indices OVER TIME!"
Fees and Cost
One reviewer mentioned that the fees are a little higher than most actively managed funds, but felt that the net performance warrants the extra cost.
Reviewer Experiences
Some reviewers had very positive experiences with the company, citing great customer service, functional website, and informative newsletters. On the other hand, others had negative experiences, describing the customer service as the "absolute worst" and "horrible to deal with."
