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Baron Global Advantage Retail BGAFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BGAFX

Will BGAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGAFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A subpar stretch doesn’t invalidate this aggressive offering.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Baron Global Advantage still has the flexibility, resources, and discipline to deliver over the long term. The following text is from Dec. 11, 2022.

by Adam Sabban
Rated on Published on

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