Financial firm Baron Capital introduces four new Ucits-compliant investment funds
Baron Capital Expands to Europe with New Ucits Funds
Baron Capital, a New York-based growth equity investment firm, has expanded its reach to European investors with the launch of four new Ucits funds. These funds encompass four growth equity strategies that mirror their established US funds, providing non-US investors with access to their proven investment approaches.
The four new Ucits funds are:
- Baron Capital US Small Cap Fund: Focuses on smaller US companies with competitive advantages and growth potential, co-managed by Neal Rosenberg and David Goldsmith.
- Baron Capital US Real Estate Fund: Invests in real estate-related businesses across market caps, managed by Jeff Kolitch, who has led Baron’s real estate strategy since 2009.
- Baron Capital US Opportunity Fund: Targets high-growth businesses of any market cap that benefit from innovation and transformative or technologically advanced products and services, managed by Michael Lippert.
- Baron Capital Global Durable Advantage Fund: Invests globally in companies with durable competitive advantages across developed and emerging markets, based on their US Durable Advantage strategy, managed by Alex Umansky and Guy Tartakovsky.
Baron Capital's investment philosophy is long-term, research-driven growth investing with a focus on identifying companies with sustainable competitive advantages, strong management teams, and innovation capabilities. The firm takes a business owner perspective rather than short-term trading, emphasizing extensive due diligence to select high-conviction growth equities.
The new Ucits funds closely track Baron Capital’s US equivalents known for their long-term fundamental investing success over 43 years. While specific performance data for these new Ucits funds is not yet available—likely due to their recent launch in mid-2025—the firm touts a 43-year track record of delivering attractive long-term returns through disciplined, fundamental research-driven strategies.
Michael Baron, Co-President and Portfolio Manager, stated that Baron Capital's long-term perspective allows them to think about an investment as a business owner, not a short-term trader. The expansion of the Ucits platform, along with Baron Capital’s new Dubai office, underscores its commitment to serving global investors with these strategies.
The Ucits range is available to investors in Denmark, France, Ireland, the Netherlands, Norway, Singapore, Sweden, Switzerland, and the UK, with additional markets to follow. These new funds join the existing Baron Capital Global Advantage Equity Fund and Baron Capital US All Cap Focused Growth Fund on the Ucits platform.
[1] Baron Capital Press Release, [Link to Press Release] [2] Baron Capital Website, [Link to Baron Capital Website] [3] Efama Data, [Link to Efama Data] [4] Baron Capital Dubai Office Announcement, [Link to Dubai Office Announcement]
- Baron Capital's expansion to Europe, as demonstrated by the launch of four new Ucits funds, indicates a foray into finance and investing, broadening their business reach beyond the US.
- The new Ucits funds, such as the Baron Capital US Small Cap Fund, reflect Baron Capital's long-term, research-driven growth investing philosophy, furthering their commitment to serving global investors with promising businesses.
