The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFGIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BFGIX 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 BFGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy’s best days may be behind it.
Adam Sabban
Senior Analyst
Summary
Baron Focused Growth’s highly aggressive style and succession concerns limit its appeal despite some good features.