Baron Growth Fund Institutional Shares (BGRIX)

Overview

The fund described aims to achieve long-term investment success by focusing primarily on equity securities, specifically in the form of common stock, of U.S. small-sized growth companies. BAMCO, Inc., operating as the investment adviser for this fund, targets companies that are considered small-sized based on their market capitalizations. These can be companies that, at the time of investment, have a market cap up to the largest market cap stock found in the Russell 2000 Growth Index upon its reconstitution, or alternatively, companies possessing market capitalizations of up to $2.5 billion—whichever threshold is higher. This strategic approach highlights BAMCO's commitment to investing in what they identify as growth companies within the small-cap sector of the market, which they believe offers significant potential for long-term investment returns.

Products and Services

• Equity Securities Investments

This product focuses on the acquisition of common stock in U.S. small-sized growth companies. By targeting companies with market capitalizations either up to the largest stock in the Russell 2000 Growth Index at reconstitution or up to $2.5 billion, BAMCO aims to invest in companies it views as having significant growth potential. The selection criteria ensure a focus on the smaller end of the market, which can lead to higher growth opportunities compared to investing in larger, more established companies.