Baron Financials ETF is an actively managed exchange-traded fund that seeks capital appreciation by investing in financial and financial-related growth companies across all market capitalizations. Launched as part of Baron Capital's suite of active ETFs, it embodies the firm's longstanding approach of deep, firsthand research, long-term ownership mindset, and focus on exceptional management teams to identify businesses with durable competitive advantages and significant growth potential. The ETF targets the financial sector, including fintech innovators and traditional institutions, benchmarking against indices like the FactSet Global FinTech Index while aiming to outperform broader markets such as the S&P 500 through high-conviction selections. With a Morningstar Bronze rating, it maintains transparency and intraday trading liquidity typical of ETFs, converting from a predecessor mutual fund dating back to December 31, 2019. Baron Financials ETF plays a key role in sector-specific allocation strategies, offering investors targeted exposure to financial industry evolution amid technological disruption and regulatory shifts, supported by disciplined curiosity and patience for compounding growth.
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