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 Multi-Cap Growth
Performance Rating 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 34.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.84%.
