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Baron launches risk-optimized large-cap growth strategy in BROL ETF

BROL targets long-term capital appreciation while aiming to manage tracking error versus the S&P 500 Index.

Reported · Written up by our desk · ETFs

ETF Trends highlights Baron Capital’s Baron Risk Optimized Large Cap ETF, known as BROL, as an alternative to market-cap-weighted passive large-cap growth funds.

The ETF is designed to pursue long-term capital appreciation while managing tracking error, using a quantitative risk-optimization framework alongside Baron’s fundamental stock-picking heritage.

BROL invests primarily in U.S. large-cap growth companies, most of which are constituents of its benchmark, the S&P 500 Index, and the portfolio process combines proprietary fundamental research with an ongoing quantitative risk-management approach.

Michael Lippert, Baron Capital’s Head of Technology Research and portfolio manager for BROL, also co-manages the Baron Technology ETF and manages the Baron Opportunity Fund, which Morningstar recently recognized as the best-performing mutual fund of the past 25 years.

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