ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2021 • Baron Select Funds • New York
This Advisory Agreement, made the 4th day of November, 2021, by and between BAMCO, Inc., a New York corporation (“BAMCO”) and Baron Technology Fund (“Client”), a series of Baron Select Funds, a Delaware statutory trust.
Letter AmendmentEleventh Amendment to the Baron Family of Funds $200,000,000 Committed Line of Credit • December 28th, 2021 • Baron Select Funds • New York
State Street Bank and Trust Company (the “Bank”) has made available a $200,000,000 committed line of credit (the “Credit Line”) to each of the Borrowers each acting on its own behalf or, as applicable, on behalf of each of its respective Existing Funds (as defined below) as described in a letter agreement dated January 28, 2015 by and among the Borrowers and the Bank (as amended, supplemented or otherwise modified from time to time prior to the date hereof, the “Existing Loan Agreement”). Capitalized terms used herein and not otherwise defined herein shall have the meanings set forth in the Existing Loan Agreement.
Letter AmendmentTenth Amendment to the Baron Family of Funds $200,000,000 Committed Line of Credit • December 28th, 2021 • Baron Select Funds • New York
State Street Bank and Trust Company (the “Bank”) has made available a $200,000,000 committed line of credit (the “Credit Line”) to each of the Borrowers each acting on its own behalf or, as applicable, on behalf of each of its respective Existing Funds (as defined below) as described in a letter agreement dated January 28, 2015 by and among the Borrowers and the Bank (as amended, supplemented or otherwise modified from time to time prior to the date hereof, the “Existing Loan Agreement”). Capitalized terms used herein and not otherwise defined herein shall have the meanings set forth in the Existing Loan Agreement.
AMENDMENT AGREEMENT NO. 6Amendment Agreement • December 28th, 2021 • Baron Select Funds • New York
This AMENDMENT AGREEMENT NO. 6 (this “Amendment”) is made as of November 24, 2020, by and among BARON SELECT FUNDS, a Delaware statutory trust (the “Trust”), on behalf of its series BARON PARTNERS FUND (the “Fund”; the Trust acting on behalf of the Fund being hereinafter referred to as the “Borrower”), the lending institutions listed on the signature pages hereof (collectively, the “Banks”) and STATE STREET BANK AND TRUST COMPANY, as operations agent for itself and the other Banks (in such capacity, the “Operations Agent”).
AMENDMENT AGREEMENT NO. 5Amendment Agreement • December 28th, 2021 • Baron Select Funds • New York
This AMENDMENT AGREEMENT NO. 5 (this “Amendment”) is made as of October 29, 2020, by and among BARON SELECT FUNDS, a Delaware statutory trust (the “Trust”), on behalf of its series BARON PARTNERS FUND (the “Fund”; the Trust acting on behalf of the Fund being hereinafter referred to as the “Borrower”), the lending institutions listed on the signature pages hereof (collectively, the “Banks”) and STATE STREET BANK AND TRUST COMPANY, as operations agent for itself and the other Banks (in such capacity, the “Operations Agent”).
AMENDMENT AGREEMENT NO. 7Amendment Agreement • December 28th, 2021 • Baron Select Funds • New York
This AMENDMENT AGREEMENT NO. 7 (this “Amendment”) is made as of October 28, 2021, by and among BARON SELECT FUNDS, a Delaware statutory trust (the “Trust”), on behalf of its series BARON PARTNERS FUND (the “Fund”; the Trust acting on behalf of the Fund being hereinafter referred to as the “Borrower”), the lending institutions listed on the signature pages hereof (collectively, the “Banks”) and STATE STREET BANK AND TRUST COMPANY, as operations agent for itself and the other Banks (in such capacity, the “Operations Agent”).
