News
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Michael Lippert Interviewed on CNBC’s The Exchange
August 04, 2021 -Michael Lippert, portfolio manager of Baron Opportunity Fund and Baron’s Head of Technology Research, joined CNBC’s The Exchange on August 4, 2021, to discuss investing in tech stocks. "Durability of growth is something most investors miss," he said, explaining how companies like Google have sustained themselves for years. Watch the video clip on CNBC video interview.
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Mike Lippert Discusses Big Tech on CNBC’s Squawk Alley
July 31, 2020 -In a July 31, 2020, CNBC's Squawk Alley appearance, Mike Lippert, Baron’s Head of Technology Research and Portfolio Manager of Baron Opportunity Fund, talks about tech earnings and the risks of regulation. (subscription required for access)
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Mike Lippert Appears on TD Ameritrade’s “Market on Close”
July 27, 2020 -Mike Lippert, Head of Technology Research at Baron Capital and Portfolio Manager of Baron Opportunity Fund, joins Oliver Renick to talk about differentiating between short term blips and long-term secular trends that have accelerated due to the pandemic.
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Mike Lippert Appears on CNBC's "Squawk Alley"
July 06, 2020 -Mike Lippert, Head of Technology Research at Baron Capital and Portfolio Manager of Baron Opportunity Fund, discusses the impact of the COVID-19 pandemic on digital advertising stocks on CNBC's Squawk Valley.
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CNBC Pro Interviews Mike Lippert
July 06, 2020 -Mike Lippert, Baron Capital’s Head of Technology Research and Portfolio Manager of Baron Opportunity Fund, speaks about the importance of thinking about what the post-COVID-19 world will look like from an investment standpoint on CNBC Squawk Alley. (subscription required for access)
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Mike Lippert Featured on Advisor Perspectives: “How the Baron Opportunity Fund outperformed in Q1”
May 18, 2020 -In a May 18, 2020 interview on the Gaining Perspective podcast, Baron Opportunity Fund Portfolio Manager Mike Lippert discusses how he finds companies poised to potentially benefit from long-term secular growth trends in a volatile and uncertain investment environment. Listen to the podcast.
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Mike Lippert Featured on TD Ameritrade Network
May 04, 2020 -Mike Lippert, portfolio manager of Baron Opportunity Fund and Head of Technology Research, discusses digital transformation in the “new normal” world in a May 4, 2020, interview with Oliver Renick.
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Baron Announces New Research Roles
May 01, 2020 -Baron Capital is pleased to announce that Mike Lippert has been named Head of Technology Research. In addition, Ishay Levin has been promoted to assistant portfolio manager of Baron Opportunity Fund and Guy Tartakovsky has been promoted to assistant portfolio manager of Baron Global Advantage Fund.
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Reuters features Baron Opportunity Fund as a U.S. fund that beat the recent market plunge
April 17, 2020 -Mike Lippert describes his investment strategy for Baron Opportunity Fund in an April 14, 2020, Reuters article, “U.S. funds that beat market plunge seek recession-proof stocks.”
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Mike Lippert to appear on CNBC’s “Squawk Alley”
April 02, 2020 -On Monday, April 13, at 11am EDT, Mike Lippert, portfolio manager of Baron Opportunity Fund, will discuss why he believes the COVID-19 crisis has and will continue to accelerate the digital transformation of the global economy.
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Mike Lippert Quoted in The Wall Street Journal
April 10, 2019 -Mike Lippert, portfolio manager of Baron Opportunity Fund, was quoted in The Wall Street Journal on Tech Stock’s Rise. Read the full article on the WSJ. (Subscription required)
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Mike Lippert Appears on CNBC’s “Nightly Business Report”
February 08, 2019 -On February 8, 2019, Baron Opportunity Fund Portfolio Manager Mike Lippert was featured as the “market monitor” on CNBC’s “Nightly Business Report.” In the interview, Mike discussed 3 companies he thinks are leading the way in digitization and cloud computing. To watch the full interview, visit www.nbr.com.
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The Wall Street Journal Lists Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
December 13, 2018 -In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through November 30, 2018 according to Lipper.
Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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Mike Lippert to Appear on CNBC’s “Squawk Box”
December 03, 2018 -Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" on Monday, December 3 to discuss his thoughts on the current investment landscape.
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The Wall Street Journal Ranks Baron Opportunity Fund and Baron Focused Growth Fund Among “Category Kings”
November 06, 2018 -In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Opportunity Fund and Baron Focused Growth Fund ranked among top performing funds in their respective peer groups for year-to-date total returns through October 31, 2018 according to Lipper.
Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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The Wall Street Journal Ranks Baron Opportunity Fund Among “Category Kings”
October 12, 2018 -In the October list of "Category Kings," The Wall Street Journal's analysis of mutual funds and ETFs, Baron Opportunity Fund ranked among the top performing funds in its peer group for year-to-date total return through September 28, according to Lipper.
Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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Mike Lippert Appears on TD Ameritrade’s ‘Morning Trade Live’
September 17, 2018 -On September 17, Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on TD Ameritrade’s ‘Morning Trade Live’ program to discuss the secular trends in innovation driving his investment process, as well as several companies that he believes offer significant growth potential.
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Baron Opportunity Fund and Baron Fifth Avenue Growth Fund Named 'Category Kings' by The Wall Street Journal
September 10, 2018 -In the September edition of "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, Baron Fifth Avenue Growth Fund and Baron Opportunity Fund ranked among the top performing funds in their respective peer groups for year-to-date total return through August 31, according to Lipper.
Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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Barron's Interviews Mike Lippert on Baron Opportunity Fund
August 31, 2018 -Portfolio Manager Mike Lippert talks about reaping the rewards of innovation in a profile of Baron Opportunity Fund, published by Barron’s magazine. Read the full article here.(Subscription required, or read the PDF.)
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Ashim Mehra Appears on CNBC's "Closing Bell"
August 30, 2018 -On Thursday, August 30th, Vice President & Portfolio Manager Ashim Mehra appeared on CNBC's "Closing Bell" program to discuss his outlook on Amazon, as well as risks to the company's growth. Watch the full segment at www.cnbc.com.
Portfolio holdings as a percentage of net assets as of June 30, 2018 for securities mentioned are as follows: Amazon.com, Inc. (AMZN) – Baron Fifth Avenue Growth Fund, 16.2%; Baron Atlas Fund, 13.8%; Baron Opportunity Fund, 6.1%; Baron Global Advantage Fund, 4.9%; Baron Partners Fund, 1.8%
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Mike Lippert Appears on CNBC's "Squawk Box"
June 27, 2018 -Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 27th, 2018 to discuss long-term trends in growth equity markets and the ongoing digitization movement. Watch his interview at www.cnbc.com.
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Mike Lippert Appears on CNBC's "Squawk Box"
June 05, 2018 -Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" program on June 7th, 2018 to discuss his take on markets following the White House announcement on China tariffs. View his interview at www.cnbc.com.
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Mike Lippert Appears on CNBC's "Squawk Box"
April 10, 2018 -Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's 'Squawk Box' program to discuss uncertainty and volatility in financial markets. You can view the segment at www.cnbc.com.
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Portfolio Manager Mike Lippert Discusses Baron Opportunity Fund with MarketWatch
March 22, 2018 -MarketWatch interviewed Mike Lippert regarding his thoughts on the future as it relates to Baron Opportunity Fund. Lippert discussed his investment process and his preference for disruptors with fast revenue growth, as well as five companies among his top holdings that he thinks are particularly attractive in today's investment landscape. You can read the article at www.marketwatch.com.
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Barron's Features Baron Opportunity Fund Portfolio Manager Mike Lippert
March 19, 2018 -In its March 17 Fund of Information column, Barron's quoted Baron Opportunity Fund Portfolio Manager Mike Lippert, who discussed the future of energy and the implications of today's winner-take-all technology landscape for growth investors. The article highlighted Baron Opportunity Fund's strong five-year performance, as well as the attractive average trailing 12-month price/earnings ratio of the Fund's holdings. You can view the column at www.barrons.com (Subscription required for access).
The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund’s transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted. For performance information current to the most recent month end, visit www.BaronFunds.com or call 1-800-99BARON.
Baron Opportunity Fund’s annualized returns for the Institutional Shares as of December 31, 2017: 1-year, 40.88%; 5-year, 13.15%; 10-year, 8.14%; Since Inception (4/30/2004), 6.15%. Annual expense ratio for the Retail Shares and Institutional Shares as of September 30, 2017 was 1.41% and 1.14%, respectively.
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The Wall Street Journal Ranks Five Baron Funds Among "Category Kings"
March 05, 2018 -In "The Journal Report," The Wall Street Journal's quarterly review of mutual funds and ETFs, five Baron funds ranked among the top performing funds in their respective peer groups for one-year total return through February 28, 2018 according to Lipper.
Among the funds listed were Baron Real Estate Fund, Baron Partners Fund, Baron Fifth Avenue Growth Fund, Baron Opportunity Fund, and Baron Global Advantage Fund.
Note: Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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The Wall Street Journal Ranks Seven Baron Funds Among "Category Kings"
February 05, 2018 -In "The Journal Report," The Wall Street Journal's monthly review of mutual funds and ETFs, seven Baron funds ranked among the top performing funds in their respective peer groups for year-to-date total return through January 31, according to Lipper.
Among the funds listed were Baron Real Estate Fund (#1 in its category), Baron Real Estate Income Fund, Baron Partners Fund, Baron Asset Fund, Baron Fifth Avenue Growth Fund, Baron Opportunity Fund, and Baron Global Advantage Fund.
Note: Lipper Funds Category Average is not weighted and represents the straight average of annualized returns of each of the funds in the category.
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Barron's Features Michael Lippert's Commentary on FANG Stocks
September 14, 2017 -The September 11, 2017 issue of Barron’s ‘Sector Focus’ column reported on Baron Opportunity Fund portfolio manager Michael Lippert’s “Fueling the FANGs” commentary. Lippert points to personalization as a driver of the potentially ongoing growth of tech stocks. “Even on Netflix, each family member can have his or her own profile, personalized for each individual, not just the family,” he said. “Now turn on your cable box. The guide you see is the same for everybody.” Read the article at www.barrons.com. (Subscription required)
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REUTERS ARTICLE CITES ASHIM MEHRA ON AMAZON
September 14, 2017 -A September 7, 2017 Reuters article quoted Baron Capital research analyst Ashim Mehra on Amazon’s plans to establish a second headquarters in North America. The dual-city structure could lead to a potential split between Amazon Web Services and the company’s retail business, Mehra noted. Read the article (“Amazon opens bidding to cities for $5 billion ‘HQ2’, a second headquarters”) at www.reuters.com.
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Portfolio Manager Michael Lippert on PBS 'WealthTrack'
July 28, 2017 -Baron Opportunity Fund portfolio manager Michael Lippert discusses "finding high growth stocks in a low growth world" on PBS 'WealthTrack.' Watch the full program at www.wealthtrack.com.
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Portfolio Manager Michael Lippert on CNBC
June 28, 2017 -Michael Lippert, portfolio manager of Baron Opportunity Fund, appeared on CNBC’s ‘Halftime Report’ to discuss regulation in the tech industry and assure panelists that shifts in the consumer market are significant enough to keep charging forward. The segment can be viewed at www.cnbc.com.
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TIME | Michael Lippert quoted on tech leaders
June 15, 2017 -During the late '90s tech run, "we were in the earliest stages of the Internet and it was unclear who the winners were going to be," says Michael Lippert, manager of the Baron Opportunity Fund, which holds more than 40% of its assets in tech shares. "If you look at the world today, most of the leaders have lots of recurring revenues" based on the services they provide, he says. These companies include Facebook, Amazon, Netflix and Alphabet, which are among Lippert's top holdings. Read the full story at www.time.com.
Insights
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Mike Lippert Discusses Big Tech on CNBC’s Squawk Alley
In a July 31, 2020, appearance, Mike Lippert, Baron’s Head of Technology Research and Portfolio Manager of Baron Opportunity Fund, talks about tech earnings and the risks of regulation. (subscription required for access)
Mike Lippert to appear on CNBC’s “Squawk Alley”
Mike Lippert, Head of Technology Research at Baron Capital and Portfolio Manager of Baron Opportunity Fund, will appear on CNBC’s “Squawk Alley” on Monday, July 6, at 11am. Mike will be discussing what is happening in the technology market today as a result of the COVID-19 pandemic.
Mike Lippert Appears on CNBC
Baron Opportunity Fund Portfolio Manager Mike Lippert appeared on CNBC's "Squawk Box" on April 10 to discuss uncertainty and volatility in financial markets. You can view the segment at www.cnbc.com.
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Mike Lippert: The Pandemic and the Acceleration of Secular Trends
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Baron Investor: Baron Opportunity Fund
Portfolio Manager Mike Lippert discusses the secular innovation trends that are transforming our society and how he finds companies that are poised to potentially benefit from these trends.
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Mike Lippert: The COVID-19 Pandemic and the Acceleration of Digital Transformation
Mike Lippert, portfolio manager of Baron Opportunity Fund, explains why he believes the COVID-19 pandemic will accelerate digital transformation and the other innovation-driven themes that the Fund is focused on.
The Baron Portfolio Manager Call Series
We are hosting a series of conference calls with our portfolio managers in light of current market conditions. Replays of past calls are available by dialing 866-595-5357 and the following passcodes after the prompt:
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