Insights

News

  • Randy Gwirtzman Quoted by The Wall Street Journal in Article on Small Cap Stock Rally

    May 17, 2018 -

    In the May 17th, 2018 issue of The Wall Street Journal, Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, offered his thoughts on the current investment environment as it relates to the rally in small cap stocks. You can read the full article, "Small Stocks Speed Past Large Caps," at www.wsj.com. (Subscription required to access).

  • Randy Gwirtzman on CNBC's "Squawk Box"

    November 02, 2017 -

    Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, appeared on the November 2, 2017 segment of CNBC’s “Squawk Box” program to discuss some of his top stock picks, including a high-end robotics company.  Watch a clip from the segment at www.cnbc.com.

  • Randy Gwirtzman appears on CNBC's "Squawk Box"

    October 05, 2017 -

    Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, appeared on the October 5, 2017 segment of CNBC’s “Squawk Box” program in a discussion on how he finds opportunities in the markets as stocks reach record levels. View a clip from the segment on www.cnbc.com.

  • Randy Gwirtzman appears on CNBC's "Squawk Box"

    August 28, 2017 -

    Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, appeared on the August 28, 2017 segment of CNBC's "Squawk Box" program in a discussion on the likely impact of Hurricane Harvey on gasoline and oil prices. View a clip from the segment at www.cnbc.com.

  • Reuters Quotes Laird Bieger on Opportunities Created by the Decline in Sell-side Research

    August 08, 2017 -

    A Reuters article on August 7, 2017 quoted Baron Discovery Fund Portfolio Manager Laird Bieger on how the dwindling numbers of sell-side researchers open the door to research-driven, actively managed firms to discover overlooked and potentially undervalued stocks. Bieger gave Impinj Inc (PI), a maker of radio frequency identification devices with a $1 billion market cap, as an example. He met with company management when there were no sell-side analysts covering the firm, and invested in it. Five analysts now cover the company, whose shares are up significantly year-to-date. Read the article ("Funds target 'unknown' stocks as Wall Street cuts analyst jobs," by David Randall) at www.reuters.com.

     

    Portfolio holdings may change over time. Current and future portfolio holdings are subject to risk.
    Portfolio holdings as a percentage of net assets as of June 30, 2017 for securities mentioned are as follows: Impinj Inc. (PI) – Baron Discovery Fund (1.2%)

  • Barron's Interviews Randy Gwirtzman and Laird Bieger on Baron Discovery Fund

    August 02, 2017 -

    Barron's homepage today features a Q&A interview with co-portfolio managers Randy Gwirtzman and Laird Bieger, who discussed Baron Discovery Fund and some of their favorite companies. "You haven't heard of them yet, but you will," Gwirtzman said about the portfolio stocks. Read the article at www.barrons.com. (Subscription required to access).

  • Randy Gwirtzman appears on CNBC's "Squawk Box"

    July 27, 2017 -

    Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, appeared on CNBC's "Squawk Box" on Friday, July 28 in a discussion with anchors Becky Quick, Joe Kernen, Andrew Ross Sorkin, and Lindsey Group chief market analyst Peter Boockvar. Tune in to the replay at www.cnbc.com to learn more about where they are seeing value plays in the markets and how the Fed's unwinding of its balance sheet could impact investors.

  • INVESTOR’S BUSINESS DAILY HIGHLIGHTS BARON DISCOVERY FUND PERFORMANCE

    July 10, 2017 -

    The ‘Best Mutual Funds 2017’ special section in this week’s print edition of Investor’s Business Daily highlights Baron Discovery Fund, managed by portfolio managers Randy Gwirtzman and Laird Bieger, as “the best-performing small-cap growth mutual fund in Q2, year-to-date, and the trailing 12 months, according to Morningstar.” In the article, Gwirtzman discusses his bullish sentiments on health care and technology. See the first seven sections of the story at www.investors.com.

  • INVESTOR’S BUSINESS DAILY HIGHLIGHTS BARON DISCOVERY FUND PERFORMANCE

    July 10, 2017 -

    The ‘Best Mutual Funds 2017’ special section in this week’s print edition of Investor’s Business Daily highlights Baron Discovery Fund, managed by portfolio managers Randy Gwirtzman and Laird Bieger, as “the best-performing small-cap growth mutual fund in Q2, year-to-date, and the trailing 12 months, according to Morningstar.” In the article, Gwirtzman discusses his bullish sentiments on health care and technology. See the first seven sections of the story at www.investors.com.

  • Randy Gwirtzman in Citywire Professional Buyer magazine

    July 07, 2017 -

    The July 3 issue of this bi-weekly magazine featured Randy Gwirtzman, co-portfolio manager of Baron Discovery Fund, in its ‘Manager Profile.’ It talks about how Randy collaborates with co-manager Laird Bieger on researching and buying stocks in the small-cap space. “We find our companies because we have been doing this 15 to 20 years…and when something happens we are paying attention,” Gwirtzman says. Read the article at www.citywireusa.com.

  • Baron Discovery Fund in The Wall Street Journal Winner's Circle

    April 10, 2017 -

    Baron Discovery Fund was featured in The Wall Street Journal's April 2017 Mutual Fund Quarterly as the runner-up in the “Winner's Circle,” which identifies the U.S. stock fund that turned in the best performance over the preceding 12 months.