Ron Baron on CNBC's Squawk Box

Ron Baron discusses why he thinks now is the time to buy.

About Risk: The value of investments in equity securities is subject to unpredictable declines in the value of individual securities and periods of below-average performance in individual securities and the equity market as a whole. Growth stocks are generally more sensitive to market movements than other types of stocks primarily because their stock prices are based heavily on future expectations. If our assessment of the prospects for a company’s growth is wrong, or if our judgment of how other investors will value the company’s growth is wrong, then the price of the company’s stock may fall or not appreciate as we expect. 

This interview is provided for informational purposes only and should not be construed an investment advice. Any opinions or forecasts contained herein reflect the subjective judgment of Ron Baron only. There can be no assurance that developments will transpire as forecasted and actual results may be different. Data and analysis does not represent the actual or expected future performance or any investment product.

As of June 30, 2013, the Realized and Unrealized Gains and (Losses) of the Funds that held Under Armour historically
Fund Realized Gains Unrealized Gains Fund Performance
Baron Focused Growth Fund $(800,000)  $0 View
Baron Growth Fund $8.6 million $105.0 million View
Baron Opportunity Fund $0 $700,000 View
Baron Partners Fund $(7.4) million $0 View
Baron Small Cap Fund $760,000 $0 View

 

As of June 30, 2013 the following Funds owned these companies mentioned in the interview:
Company/Fund Full Holdings
Edwards Life Sciences  
Baron Growth Fund
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Baron Partners Fund
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Hyatt Hotels, Corp.  
Baron Asset Fund
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Baron Focused Growth Fund
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Baron Partners Fund
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Baron Real Estate Fund
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Las Vegas Sands Corp.  
Baron Fifth Avenue Growth Fund
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Baron Real Estate Fund
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Starwood Hotels & Resorts Worldwide, Inc.  
Baron Real Estate Fund
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Under Armour, Inc.  
Baron Growth Fund
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Baron Opportunity Fund
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Verisign, Inc.  
Baron Asset Fund
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Vail Resorts, Inc.  
Baron Asset Fund
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Baron Focused Growth Fund
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Baron Growth Fund
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Baron Partners Fund
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