All share classes of Baron Partners are downgraded to a Morningstar Analyst Rating of Neutral from Bronze, as the continued growth of its top position highlights lax risk controls.
Will BPTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPTRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BPTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.