Baron Partners Fund (BPTRX) Research

This fund aims for long-term capital appreciation by primarily acquiring common shares of growth-oriented U.S. companies, irrespective of their market value. The investment advisor focuses on businesses that are identified as having substantial growth potential, enduring competitive strengths, superior management, and an appealing valuation. To enhance investment capacity, the fund may employ leverage by borrowing from banks, with such borrowing not exceeding one-third of its gross assets, which incorporate holdings purchased with borrowed funds. This portfolio is categorized as non-diversified.

Market snapshot

Symbol
BPTRX
Price
$284.31
Day change
-1.26%
Market cap
$13.4B
52-week range
190.84-297.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Systematic Multi-Strategy Fund (BAMBX)
  • BlackRock Systematic Multi-Strategy Fund (BIMBX)
  • Diamond Hill Large Cap Fund (DHLRX)
  • T. Rowe Price Small-Cap Stock Fund (OTCFX)
  • T. Rowe Price Institutional Mid-Cap Equity Growth Fund (PMEGX)
  • T. Rowe Price All-Cap Opportunities Fund (PRWAX)
  • T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX)
  • T. Rowe Price Communications & Technology Fund (TTMIX)

Open Baron Partners Fund (BPTRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.