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Former Baron Manager Shares Buys and Sells

Mitch Rubin tells us what he has changed and what is the same from his Baron days.

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We recently interviewed Mitch Rubin and Conrad van Tienhoven, who run RiverPark Small Cap Growth (RPSFX). Rubin also runs RiverPark Large Growth (RPXFX) and the exchange-traded fund version of it--RP Growth (RPX). You may recall Rubin from his days at Baron, where he ran Baron iOpportunity and comanaged  Baron Growth (BGRFX). He established a strong track record there, so you've got a little more to go on than with most new funds. Van Tienhoven is also a Baron alumnus, as he served as an analyst there.

Q. You have a fairly small team to run the funds. Why is that?

A. At RiverPark, we firmly believe that portfolio managers must also be the lead analysts on the stocks they own. At Baron, we believed our best years of performance were when we had a small team that constantly debated and visited our companies together. We have watched as many firms have grown large staffs of midlevel analysts and, in many cases, the portfolio managers have become managers of analysts instead of portfolio positions.

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Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.