Baron Capital

Industries Diversified Financials
Activism

These companies are committed to leveraging shareholder or investor assets for net-zero emission goals and climate ambitions for GFANZ, Climate Action 100+, CERES, PCAF, UN PRI, NZLA, FIT, or HSCP.

Rating Overview

Risk Rating: Medium

Baron Capital is Medium Risk.

Baron Capital is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company elevates merit, excellence, and integrity ahead of race and identity-based policies. Baron Capital occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

Rating Criteria

Corporate Weaponization Risk Levels
Criteria Risk Level
Cancellations Medium Risk
Discriminatory Philanthropy No Data
Employment Protection Medium Risk

Corporate Weaponization

Corporate Governance and Public Policy Risk Levels
Criteria Risk Level
Advocacy Bias High Risk
Funding Lower Risk
Political Actions No Data

Corporate Governance and Public Policy

Rating Criteria Detail

Criteria Risk Level Rationale

Corporate Weaponization


Criteria:

Has canceled customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level:

Medium

Rationale:

Baron Capital is a signatory of the Principles for Responsible Investment, incorporating ESG issues into investment analysis, decision-making, and other business practices (1)(2). However, Baron Capital has not canceled customers, suppliers, or vendors based on political views or religious beliefs (3).

Criteria:

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level:

N/A

Rationale:

Baron Capital does not publish charitable giving guidelines (1).

Criteria:

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level:

Medium

Rationale:

Baron Capital does not publish a nondiscrimination policy (1)(2).

Corporate Governance and Public Policy


Criteria:

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level:

High

Rationale:

Baron Capital supports ESG within its business practices. From its Proxy Voting and Procedures: “It is imperative that both the public and private sector play a key role in aligning greenhouse gas (GHG) reduction efforts with science based targets…as conveyed by the 2016 Paris Agreement, to reach net zero GHG emissions by 2050″ (1). Baron Capital advocates for investment policy votes based on ESG measures such as climate change (2).

Criteria:

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level:

Lower

Rationale:

Baron Capital has not used corporate funds to advance ideological causes, organizations, or policies (1).

Criteria:

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level:

N/A

Rationale:

Baron Capital does not operate a PAC or engage in lobbying at this time (1)(2)(3).