The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGRIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BGRIX 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 BGRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a good choice despite a downgrade.
Adam Sabban
Senior Analyst
Summary
Despite a reduced view of its investment process, Baron Growth remains a viable option for long-term investors.