Baron Capital Management, Inc.

Baron Capital Management, Inc.

Baron Capital Management, Inc.

Overview
Date Founded

1982

Headquarters

767 Fifth Avenue 49th Floor New York NY United States 10153-0023

Type of Company

Private

Employees (Worldwide)

149

Industries

Investment Services & Portfolio Management

Company Description

Baron Capital Management (BCM) focuses on long-term, research-driven investments in growth companies in the US and around the world. The firm invests in both the public equity and fixed-income markets. They employ fundamental and quantitative analysis, as well as a bottom-up stock selection approach to create portfolios. BCM estimates the future intrinsic value of a business and determine if the qualitative characteristics of the business are transferable into quantitative measurable, sustainable financial performance. The firm benchmarks the performance of their equity portfolios against the S&P 500 Index and the Russell Indices. BCM's investment strategies include growth, high growth, innovation and real estate and are available for separately managed accounts and sub-advisory services. Baron Funds provides investors with access to each of our investment disciplines, all based on our long-term, research-driven investment approach. Baron USA Partners Fund is a private placement for accredited non-US and qualified tax-exempt US investors.BCM's investment approach is based on a long-term perspective that looks beyond short-term volatility and market unpredictability and focuses on a company's opportunities over the next five years. The firm analyzes companies with the intention of owning them for an extended period. They seek to invest in companies with management teams who have integrity, long-term visions and whose interests are aligned with their shareholders. BCM targets successful growth businesses that have open-ended opportunities and defensible niches. BCM typically invests in companies with the potential to benefit from innovation, change, government initiatives or economic trends. Companies should have competitive advantages and barriers to entry are critical. The firm buys the stocks of growth companies using a value-oriented purchase discipline. Their valuation criteria are based upon what they believe a business can earn in 3 to 5 years. BCM seeks to capitalize on investment opportunities that are created when a company's growth prospects are not recognized by the market of their stock is mispriced. The firm conducts rigorous research throughout the life of an investment and manages risk at the individual investment and portfolio levels.

Contact Data
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Executives & Employees

Vice President, Chief Financial Officer & Treasurer

Vice President, Chief Compliance Officer

President, Chief Operating Officer & Trustee

Senior Vice President & Director of Research

Director & Vice President

Senior Vice President & Portfolio Manager

Vice President, Chief Information Officer

Vice President & Associate General Counsel

Vice President, Head of RIA & Family Office Group

Vice President, Head of Financial Institutions

Board of Directors

Senior Vice President & Portfolio Manager at BAMCO, Inc.

Fund Advisor at Baron Capital Management, Inc.

Director & Vice President at BAMCO, Inc.

Vice President, Director, Institutional Sales-Center Region at Baron Capital Management, Inc.

Vice President, Chief Financial Officer & Treasurer at Baron Capital Management, Inc.

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Advisors & Consultants
Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Custodian

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Administrator

Part of UMB Financial Corp., J.D. Clark & Co., Inc. is an American company located in Ogden, UT, that provides investment services. Jeffrey D. Clark has been the CEO since 1991. UMB Fund Services, Inc. acquired J.D. Clark & Co., Inc. on 08 May 09 for $23.10 million.

Advisor

Chief Marketing Officer at Clearbrook Investment Consulting LLC

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