Baron Capital, the New York-based investment manager known for its mutual funds, has launched six actively managed ETFs since December 2025, with a seventh planned for June. The company brought in Matt Camuso, a 13-year industry veteran, as executive director and head of ETF solutions in February. The move into ETFs was driven by existing client demand for tax-efficient wrappers and an opportunity to attract new investors. Baron's ETF platform has already surpassed $700 million in assets under management, with over $400 million in year-to-date flows. All Baron ETFs maintain the firm's growth-focused, high-conviction investment philosophy. The Baron First Principles ETF is the largest, whilst the technology-focused BCTK is attracting significant interest amid AI market growth. The upcoming seventh ETF will be called Baron Risk Optimised Large Cap Growth ETF.

Baron Capital has reacquired shares in Extra Space Storage, a self-storage REIT, anticipating improved fundamentals from 2026 onwards as demand stabilises and new supply moderates. The asset manager highlighted the company's focus on accretive capital allocation, including acquisitions and bridge lending, in its quarterly investor letter. Extra Space Storage's narrative projects $3.2 billion revenue and $1.1 billion earnings by 2029, implying a 2.7% annual revenue decline but earnings growth of $0.1 billion from current levels. Simply Wall St Community estimates suggest a fair value around $152.85 to $158.85. The investment case hinges on whether same-store revenue can reaccelerate from current muted levels, whilst persistent property tax growth and localised oversupply remain key risks. Baron Capital's renewed confidence reflects expectations for a 2026 fundamental inflection point in the self-storage sector.