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Baron Global Advantage Institutional BGAIX Fund Analysis

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

Morningstar’s Analysis BGAIX

Will BGAIX 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 BGAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGAIX 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 BGAIX’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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