Michael Lippert

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.

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. (subscription required for access)

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.

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. Click here to listen to the podcast.

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.

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.

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.”

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.

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.

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.

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.

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.

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.

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. To watch the full interview, visit www.tdameritradenetwork.com.

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.

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.

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. View his interview at www.cnbc.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.