Baron Growth Fund is a U.S.-based mutual fund specializing in long-term investments in small-sized growth companies. Managed by BAMCO, Inc., the fund’s primary objective is capital appreciation by identifying and holding equity securities—mainly common stocks—of small-cap businesses with significant growth potential. The fund defines small-sized companies as those with market capitalizations up to the largest company in the Russell 2000 Growth Index at the time of purchase or up to $2.5 billion, whichever is greater. Baron Growth Fund emphasizes high-quality businesses with durable competitive advantages, robust management teams, and stable growth prospects. Key sectors represented in the portfolio include financial services, technology, real estate, and consumer cyclical industries, with a concentrated strategy evidenced by substantial weight in top holdings. The fund is characterized by a low average portfolio turnover and a high active share, reflecting a disciplined, long-term approach that seeks to capitalize on inefficiencies in the small-cap growth segment. With net assets exceeding $6 billion and a track record dating back to 1994, Baron Growth Fund plays a prominent role in the U.S. mutual fund market for investors seeking exposure to small-cap growth equities.
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