Baron India Fund (BINRX)

Overview

The fund is a diversified investment fund that primarily focuses on investing in companies located within the Asian region. This broad designation includes all countries and markets in Asia, encompassing developed, developing, and frontier markets alike. It operates with a strategy to allocate at least 80% of its net assets into the common stock of these companies, indicating a strong preference for equity investments in this geographical area. The fund's portfolio management strategy tends to emphasize mid and large-sized companies, although it does not exclusively limit itself to such entities. Investments made by the fund are usually in currencies other than the U.S. dollar, which necessitates the fund's adviser to engage in foreign currency transactions to facilitate its portfolio operations. This aspect of the fund's operation highlights its exposure to foreign currency risk as an inherent part of its investment strategy.

Products and Services

The fund offers a range of investment services focusing on the Asian markets, designed to suit the needs of investors looking to diversify their portfolio through exposure to Asian economies. Its products and services include:

• Equity Investments in Asian Companies: The core service of the fund involves investing in the common stock of companies located across the Asian region. This service taps into the growth potential of Asian markets, including developed, developing, and frontier markets.
• Emphasis on Mid and Large-Sized Companies: While the fund has the capacity to invest in companies of any market capitalization, there is a strategic focus on mid and large-sized companies. This approach is aimed at striking a balance between risk and potential returns, leveraging the stability and growth prospects of more established companies.
• Foreign Currency Transactions: To support its investment activities in markets operating in currencies other than U.S. dollars, the fund actively engages in foreign currency transactions. This service is crucial for facilitating the purchase and sale of portfolio securities in their local currencies, which is a necessary component of the fund’s investment process in international markets.