Investment firm Baron Capital introduces four new Ucits-compliant funds to the market
Baron Capital, a New York-based investment firm, has recently expanded its reach by launching four UCITS funds, offering non-US investors access to its renowned growth equity approach. These funds, primarily focused on high-conviction, long-term investments in companies with durable competitive advantages and strong growth potential, mirror the proven US strategies but are tailored for non-US investors.
The investment approach for these UCITS funds is characterised by extensive bottom-up, fundamental research to identify companies with sustainable competitive advantages that other firms cannot easily replicate. This long-term perspective treats investments as business ownership rather than short-term trading, emphasising companies led by management teams with strong visions and execution ability.
Each fund caters to specific segments. The US Small Cap Fund targets smaller US companies with competitive edges and growth opportunities. The US Real Estate Fund invests across all market capitalizations in real estate-related businesses. The US Opportunity Fund focuses on high-growth businesses of any market cap that benefit from innovation and technological advancement. Lastly, the Global Durable Advantage Fund invests globally in companies with durable competitive advantages and diversified geographic exposure.
Alex Umansky and Guy Tartakovsky manage the Global Durable Advantage Fund, while the US Opportunity Fund is managed by Michael Lippert. The US Small Cap Fund is co-managed by Neal Rosenberg and David Goldsmith, and the US Real Estate Fund is managed by Jeff Kolitch, who has overseen Baron's real estate strategy since 2009.
These offerings align with the investment time horizon and goals of non-US investors, which closely coincide with what Baron Capital has achieved in the US market. The UCITS range is available to investors in Denmark, France, Ireland, the Netherlands, Norway, Singapore, Sweden, Switzerland, and the UK, with additional markets to follow.
The Global Durable Advantage Fund primarily invests in equities across developed and emerging markets within the MSCI ACWI Index range. The US Opportunity Fund seeks businesses benefiting from innovation through the development of pioneering, transformative, or technologically advanced products and services. The US Small Cap Fund targets smaller US companies with competitive advantages and growth potential, while the US Real Estate Fund invests in real estate-related businesses across all market caps.
The launch of these UCITS funds comes at a time when actively managed, high-conviction growth strategies are in demand among non-US investors. According to Efama, all UCITS categories have gained despite market uncertainty. Baron Capital's commitment to delivering attractive long-term returns by investing in well-managed firms aligned with their mission and vision ensures that these funds are well-positioned to meet this demand.
In summary, the Baron Capital UCITS funds offer non-US investors access to a disciplined, growth equity strategy emphasising durable competitive advantages, robust management, and long-term value creation across multiple sectors and regions within developed and emerging markets.
Investors can access Baron Capital's renowned growth equity approach through the launched UCITS funds, as these investments emphasize bottom-up research and focus on long-term investments in businesses with sustainable competitive advantages and strong growth potential. The commitment to delivering attractive long-term returns by investing in well-managed firms aligned with their mission and vision positions these funds well in meeting the demand for actively managed, high-conviction growth strategies.
