June 12, 2016

Donald Trump Investment Funds

Donald Trump made his fortune the old-fashioned way through Real Estate. Other than real estate, Donald Trump invests in Baron Capital Management mutual funds and other alternative funds including hedge funds.

Donald Trump Background

Donald John Trump is one of the most popular American businessmen. He is the current nominee of Republican Party for President of the United States in the 2016 election. He became the host and executive producer of the NBC reality show The Apprentice, in which a group of competitors battled for a high-level management job in one of Trump's commercial enterprises in 2013.

Donald Trump Investment Funds List

The Donald Trump Investment Funds are listed in current Mr. Trump's financial disclosure report. According to the report, Mr. Trump lists a net worth of at least $1.35 billion in his companies and real estate holdings plus at least $70.5 million in liquid assets. Some of these funds are part of hedge funds.

Top Donald Trump’s mutual funds are:
    Donald Trump Investment Funds
  1. Baron Partners Fund (BPTRX) ($1 million-$5 million)
  2. Baron Growth Fund (BGRFX) ($1 million-$5 million)
  3. Baron Emerging Markets Fund (BEXFX) ($250,001-$500,000)
  4. Baron Energy and Resources Fund (BENFX) ($100,001-$250,000
  5. Baron Emerging Markets Fund Institutional (BEXFX) ($250,001-$500,000)
  6. Baron Real Estate Fund (BREFX) ($1 million-$5 million)
  7. Baron International Growth Fund (BIGFX) ($500,001-$1 million)
  8. Baron Focused Growth Fund (BFGFX) ($1 million-$5 million)
  9. Baron Opportunity Fund (BIOPX) ($500,001-$1 million)
  10. Baron Small Cap Fund (BSCFX) ($1 million-$5 million)
  11. Baron Asset Fund (BARAX) ($1 million-$5 million)
Other hedge funds or alternative funds include:
  1. MidOcean Credit Opportunity Fund Amount: $1 million - $5 million
  2. Paulson Advantage Plus Fund Amounts: $1 million - $5 million
  3. Paulson Credit Opportunities Fund Amounts: $1 million - $5 million
  4. Angelo Gordon & Co Eleven Partners Fund Amounts: $1 million - $5 million
  5. Angelo Gordon & Co Diversified Credit Strategies Fund Amounts: $1 million - $5 million

Baron Emerging Markets Fund

Baron Emerging Markets Fund invests mainly in non-U.S. companies of all sizes with significant growth potential. It invests mostly in companies domiciled in developing countries such as China, India, Taiwan, Brazil, etc. Michael Kass is the fund manager since 2010. The total net assets are $1.9 billion. Its expense fee is 1.45% per year.

More: Hillary Clinton Investment Funds

Morningstar has ranked this mutual fund with 5 stars rating. This mutual fund employs investment style of large growth. This top Baron fund has returned 1.25% over the past 3 years, and 2.68% over the past 5 years.

Baron Asset Fund

Baron Asset Fund has $2.5 billion of assets. Its expense fee is 1.31% per year. This fund has low turnover rate of 14%. The current yield is 0.00%. Morningstar has ranked this equity mutual fund with 4 stars rating.

More: Top 8 Baron Mutual Funds 2015

This Baron fund utilizes its assets to purchase securities of mid-sized companies with undervalued assets or favorable growth prospects. The fund manager is Andrew Peck since 2003. The past 3 years performance is as follows:
  • Year 2016: 1.42% (YTD)
  • Year 2015: -0.08%
  • Year 2014: 9.48%
  • Year 2013: 38.88%
Top 5 holdings are Gartner Inc A, IDEXX Laboratories Inc, Vail Resorts Inc, Verisk Analytics Inc, and Arch Capital Group Ltd. Top 3 sectors are healthcare, indsutrials, and technology.

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