Minisode - How the Baron Opportunity Fund Outperformed in Q1
About This Episode
A Wall Street Journal article at the beginning of April reported that actively managed U.S. stock funds lost an average of 24.6% in the first quarter of this year. But there were some noteworthy outperformers, including the Baron Opportunity Fund. That journal article noted that this fund had the second-best performance over 12 months ending in March 31, and that it lost only 6.7% in the first quarter of this year. The strong performance of the Baron Opportunity Fund extends back even further. It has been among the top 4% of its Morningstar peer group – large-growth funds – in each of the last four years.
About Our Guest
Michael Lippert is the manager of that fund, as well as the manager of the Baron High Growth Strategy. He is a vice president at Baron Funds and head of its technology research.
Here is a link to the Baron Funds web site.