Clifford Greenberg - Baron Small Fund Manager
| BSCUX Fund | USD 33.63 0.05 0.15% |
Greenberg is currently a senior vice president. He joined Baron in 1997 as a portfolio manager having research experience. From 1984 to 1996, Cliff worked at HPB Associates, as a securities analyst, fund manager and was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in 1981 and from Columbia Law School with a J.D. in 1984.
| Phone | 800-992-2766 |
Baron Small Management Performance (%)
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Baron Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Baron Small a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 4.36 B | ||||
| Year To Date Return | 5.75 % | ||||
| One Year Return | 25.07 % | ||||
| Three Year Return | 0.17 % | ||||
| Five Year Return | 9.96 % | ||||
| Ten Year Return | 12.47 % | ||||
| Net Asset | 4.68 B | ||||
| Cash Position Weight | 6.89 % | ||||
| Equity Positions Weight | 93.11 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Baron Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Baron Small's short interest history, or implied volatility extrapolated from Baron Small options trading.
Pair Trading with Baron Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baron Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baron Small will appreciate offsetting losses from the drop in the long position's value.Moving together with Baron Mutual Fund
| 0.96 | BREUX | Baron Real Estate | PairCorr |
| 0.69 | BRIUX | Baron Real Estate | PairCorr |
| 0.68 | BRIFX | Baron Real Estate | PairCorr |
| 0.94 | BARUX | Baron Asset Fund | PairCorr |
The ability to find closely correlated positions to Baron Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baron Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baron Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baron Small Cap to buy it.
The correlation of Baron Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baron Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baron Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.