Baron Global Durable Advantage ETF - USD

Fund Identification

Main Metrics

Ratings

Official Investment Strategy

The strategy seeks capital appreciation through investments in large-cap growth companies with durable competitive advantages and are capital-efficient. Investments are made in high-quality compounders that tend to earn high returns on investment capital and generate excess free cash flow. A portion of excess cash is typically returned to shareholders. The portfolio invests globally, and under normal market conditions would hold at least 40% of the portfolio outside the U.S in at least three countries. The strategy is non-diversified.