The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPTUX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BPTUX 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 BPTUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Boldly going where no fund has gone before.
Adam Sabban
Associate Director
Summary
Baron Partners keeps producing amazing returns, but an increasingly unorthodox and extreme portfolio means it isn’t a recommended choice for most investors.