
The Baron Emerging Markets Select ETF (BCEM) is a high-conviction portfolio primarily targeting growth-oriented companies within developing nations. It seeks out businesses distinguished by exceptional leadership, enduring competitive advantages, and substantial potential for long-term expansion. The investment methodology prioritizes identifying secular growth opportunities stemming from profound, long-term shifts such as technological breakthroughs and evolving regulatory frameworks. The strategy's dual objective is to maximize capital appreciation while diligently mitigating risks related…
Is BCEM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.

International or non-US investing has been quietly putting up robust numbers for shareholders. Today, we are seeing international, gold and even grains of late start to rally, without much give-back in the S&P 500 or Nasdaq.

Recent market turbulence across South Korea's benchmark technology leaders underscores the importance of active management in emerging markets (EM) investing. As companies like SK Hynix and Samsung Electronics navigate shifting global semiconductor demand and macroeconomic headwinds, investors relying on broad, market-cap-weighted indexes face concentrated exposure to sudden drawdowns.

Emerging markets (EM) continue to attract investor attention after the asset class significantly outperformed U.S. and global stocks in 2025 and Q1 2026. Fueled by deglobalization, expanding artificial intelligence (AI) ecosystems, and powerful reform tailwinds, more investors are migrating to EM equities.

Today's challenging macroeconomic environment requires not only an active, but different approach to emerging markets (EM). EM is highly fragmented, rapidly evolving, and characterized by structural shifts in global trade, geopolitical re-alignments, and technological transformation.

Baron Capital continues to grow its active ETF lineup with today's introduction of Baron Risk Optimized Large Cap ETF™ (BROL). The ETF builds upon the firm's commitment to long-term growth investing with a targeted focus on U.S. large-cap companies that exhibit durable competitive advantages, significant growth opportunities, exceptional management teams, and compelling valuations.