About BPTRX
Baron Partners Fund Retail is an actively managed mutual fund designed to achieve long-term capital appreciation by investing in a concentrated portfolio of leading U.S. growth companies across all market capitalizations. The fund is characterized by its high-conviction approach, typically holding only 20 to 30 companies, with the top ten positions often representing a substantial majority of assets. This strategy reflects a strong belief in the long-term potential of competitively advantaged, well-managed businesses with significant growth opportunities and attractive valuations. Baron Partners Fund Retail differentiates itself with a bottom-up investment process, deep fundamental research, and a long-term investment horizon, producing a portfolio that is highly concentrated and managed with low turnover. The fund’s primary impact is felt in large-growth sectors, including technology, financial services, real estate, and consumer cyclicals. Its role in the financial market is to offer investors a distinctive, research-driven avenue for accessing U.S. growth equity opportunities, leveraging the expertise and conviction of its veteran portfolio managers.
Fund Family Baron Capital Group, Inc.
Category Large Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BPTRX
Share Class Retail Shares
Index Russell MidCap Growth TR
BPTRX had a total return of 31.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.10%.
