Baron International Growth Fund R6 (BIGUX)

Overview

The fund in discussion operates as a diversified investment entity, focusing on long-term capital growth through investments in equity securities, primarily common stock, of non-U.S. growth companies. It aims to allocate investments across a variety of developed and developing countries worldwide. However, there is a stipulation that a maximum of 35% of the fund's net assets may be invested in developing countries. For the purpose of this fund, developing countries are identified as those listed in the MSCI Emerging Markets (EM) Index and the MSCI Frontier Markets (FM) Index, in addition to other countries the Adviser deems as developing based on certain classifications.

Products and Services

• Equity Securities Investments

  The primary service offered by the fund is the investment in equity securities in the form of common stock of non-U.S. growth companies. This aligns with the fund's strategy to seek long-term capital growth by diversifying its portfolio across various growth companies outside of the United States.

• Developed Countries Diversification

  The fund aims to diversify its investments among several developed countries. This approach not only spreads the investment risk but also taps into the potential of markets with stable economic environments. The specific countries chosen for investment are based on thorough research and a strategic selection process to optimize returns.

• Developing Countries Investment

  Aside from its focus on developed markets, the fund allocates up to 35% of its net assets to investments in developing countries. This includes countries listed in the MSCI Emerging Markets (EM) Index and the MSCI Frontier Markets (FM) Index, as well as other regions identified by the Adviser as developing. This strategy is employed to exploit the high-growth potential these markets can offer, within the constraint of mitigating risks associated with such investments.