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48.24
-0.11
-0.23%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 638.74M
Baron Opportunity Retail
48.24
-0.11
-0.23%
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Baron Opportunity Fund Retail Class Overview
On this page you'll find an in-depth profile of Baron Opportunity Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of BIOPX among other information.
Investment Strategy
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.
Contact Information
Address
New York, NY 10153
New York,NY 10153
United States
New York,NY 10153
United States
Phone
+1 8009922766
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Lippert | Vice President | 2006 | Now |
| Biography | Michael joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named Head of Technology Research. He has 23 years of research experience. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991. | ||
| Neal Rosenberg | Vice President | 2015 | 2016 |
| Biography | Neal Rosenberg, is a Vice President and Co-Portfolio Manager of BAMCO, Inc. Mr. Rosenberg joined BAMCO, Inc. in 2006 as a research analyst and has 13 years of research experience. From 2004 to 2006, Neal worked at JPMorgan Securities as an equity research analyst. From 2003 to 2004, Neal worked at Merrill Lynch & Co. as an associate in the Mergers and Acquisitions group. Neal graduated summa cum laude from the Wharton School of the University of Pennsylvania with a B.S. in Economics in 2002 and with an M.B.A. in 2003. | ||
| Ashim Mehra | Vice President, Portfolio Manager | 2015 | 2016 |
| Biography | Ashim joined Baron Capital in 2011 as a research analyst and was named portfolio manager of Baron Innovators Fund in 2018 and Baron Technology Fund in 2021. He has 25 years of research experience. From 2004 to 2011, he worked at Mazama Capital as a telecom, media, and technology portfolio manager. From 2002 to 2004, he worked at RBC as a senior equity research associate. From 1999 to 2002, he co-founded and worked at iExplore, an online travel company. From 1996 to 1999, he worked at PWC as a senior strategy consultant. Ashim graduated from Rutgers University with a B.S. in Industrial Engineering in 1992 and from New York University Stern School of Business with an M.B.A. in 1996. | ||
| Alex Umansky | Portfolio Manager | 2015 | 2016 |
| Biography | Alex joined Baron Capital in 2011 as a portfolio manager. He has 31 years of research experience, 18 of which were at Morgan Stanley. From 2007 to 2011, he was co-manager of the Morgan Stanley Opportunity Fund. He co-managed the Global Opportunity Fund from 2008 to 2011 as well as the International Opportunity and the International Advantage Funds from 2010 to 2011. He co-managed the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. He was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund from 1998 to 2004. Alex graduated from New York University Stern School of Business with a B.S. in Finance, Information Systems, and Mathematics in 1993. | ||
| Mitchell Rubin | Co-CIO | 2000 | 2006 |
| Biography | Mr. Rubin is the Co-Chief Investment Officer of RiverPark. Mr. Rubin received a BA in Economics and Political Science from the University of Michigan in 1988 and a JD from Harvard Law School in 1991. From 1991 to 1994, he was an associate at Latham & Watkins specializing in corporate finance transactions. From 1994 until joining Baron Capital in November of 1995, Mr. Rubin was an equity research analyst for Smith Barney, focusing on emerging growth stocks. In 1995, he joined Baron Capital as a research analyst covering consumer/retail, gaming/leisure/lodging and real estate. In 1999, he was co-portfolio manager for Baron Growth Fund. He served as portfolio manager for the Baron iOpportunity Fund, a technology-focused mutual fund, from the fund’s inception in March 2000 through March 2006, and was also the portfolio manager of Baron Fifth Avenue Growth Fund, a large-cap growth mutual fund, from the fund’s inception in May 2004 through March 2006. From June 2006 to June 2008, he was a managing general partner of RiverPark Partners, a long/short equity fund. From its inception on October 2, 2009, Mr. Rubin was the portfolio manager for the RiverPark Growth ETF and the leader of the team that managed the RiverPark Financials ETF. | ||
| Matt Ervin | Portfolio Manager, Senior Analyst | 2000 | 2000 |
| Biography | Ervin is a portfolio manager and senior analyst with Baron Capital Group, his employer since 1995. Previously, he worked as an analyst for a large institutional money manager for two years. | ||
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