Obscure Stocks Make the Baron Emerging Markets Fund a Winner (Kiplinger)

An article in Kiplinger notes that the Baron Emerging Markets Fund Retail Class (MUTF: BEXFX) has beat 96% of diversified emerging-markets funds over the past 12 months because of manager Michael Kass’ philosophy of deeply researching companies. Specifically, Kass looks for shareholder-friendly companies that are run by entrepreneurial managers, have sustainable competitive advantages and have the potential to generate long-term earnings growth. He or an analyst will also travel abroad to meet with company executives every few months.

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