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Baron Asset Fund Institutional Class (BARIX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.99B
Baron Asset Instl
119.72
+1.14
+0.96%
- Overview
- Profile
- Historical Data
- Holdings
BARIX Overview
On this page you'll find an in-depth profile of Baron Asset Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BARIX among other information.
Investment Strategy
The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.
Contact Information
Address
New York, NY 10153
New York,NY 10153
United States
New York,NY 10153
United States
Phone
+1 8009922766
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Peck | Co-Chief Investment Officer | 2003 | Now |
| Biography | Andrew joined Baron Capital in 1998 as a research analyst and was named portfolio manager of Baron Asset Fund in 2003 and Baron All Cap Growth Strategy in 2004. In 2020, he was named co-chief investment officer. He has 28 years of research experience. From 1992 to 1994, he worked as an analyst in Salomon Brothers' Equity Capital Markets group. Andrew graduated magna cum laude from Yale College with a B.A. in History in 1991 and from Stanford Law School and Graduate School of Business with a J.D. and M.B.A. in 1998. | ||
| Ronald Baron | CEO, Portfolio Manager | 1987 | 2008 |
| Biography | Ron founded Baron Capital in 1982 and has 54 years of research experience. From 1970 to 1982, he worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, he worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965. | ||
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