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Q&A With Ron Baron

TedTed
in Fund Discussions
FYI: Ron Baron started his mutual-fund firm in the 1990s and estimates he has generated $23.5 billion in investment profits since then.

He expects to double that number in the next five or six years. That’s not a market call, because the 74-year-old investor doesn’t make them. He expects to do what he has always done, which has involved beating the market long term at a point when most investors have given up on active management.
Regards,
Ted
http://www.cetusnews.com/business/Ron-Baron-Explains-His-Investing-Strategy--Company-Growth.HJXZ2rwx4G.html

Comments

  • LewisBraham
    Softball questions after this:
    https://nytimes.com/2017/12/30/business/why-are-mutual-fund-fees-so-high-this-billionaire-knows.html
  • TedTed
    @Lewis: What can I say, Chuck Jaffe is softball !
    Regards,
    Ted:)
  • Sven
    estimates he has generated $23.5 billion in investment profits since then.
    He expects to double that number in the next five or six years.
    That depends on on a continuing bull market for the next 5-6 years. I don't think so.
  • LLJB
    It would be interesting to know his active share because for the last 10 years he's more or less hugged the S&P 500 the whole way. My guess is he has a reasonably high active share but his returns during the credit crisis were very similar and his upside since then has been the same. I guess we have to give him a decent amount of credit for only trailing the S&P by 24 basis points annually for those 10 years, and the big party he throws has to be worth something (if you're into that) but I think most of his outperformance was during the '90s. Since then I'm not sure he's been anything spectacular amid his ever growing stable of funds that have made him a billionaire.
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