Our quarterly insight series is your chance to hear the thoughts of our portfolio managers on the current market and their strategies. To submit a question, email questions@baronfunds.com prior to or during the webinar. We will attempt to answer as many questions as possible.

You may watch replays from our 1Q 2023 series and previous quarters by clicking the respective links below.

 

1Q 2023 Schedule

Portfolio Manager Funds/Strategies Date & Time
(ET)

Replays and Transcripts

Mike Lippert Baron Opportunity Fund (BIOIX)
Baron High Growth Strategy
April 18
11:00 a.m.

Watch Replay

Read Transcript

Laird Bieger
Randy Gwirtzman
Baron Discovery Fund (BDFIX)
Baron Discovery Strategy
April 18
2:00 p.m.

Listen to Replay

Read Transcript

Michael Kass
Anuj Aggarwal

Baron Emerging Markets Fund (BEXIX)
Baron Emerging Markets Strategy
Baron International Growth Fund (BINIX)
Baron International Growth Strategy
Baron New Asia Fund (BNAIX)

April 20
11:00 a.m.

Watch Replay

Read Transcript

Jeff Kolitch Baron Real Estate Fund (BREIX)
Baron Real Estate Strategy
Baron Real Estate Income Fund (BRIIX)
Baron Real Estate Income Strategy
April 24
4:00 p.m.

Watch Replay

Read Transcript

Neal Rosenberg
Michael Baron
Baron Growth Fund (BGRIX)
Baron Small Cap Growth Strategy
Baron WealthBuilder Fund (BWBIX)
April 25
2:00 p.m.

Watch Replay

Read Transcript

Alex Umansky
Guy Tartakovsky

Baron Global Advantage Fund (BGAIX)
Baron Global Advantage Strategy
Baron Fifth Avenue Growth Fund (BFTIX)
Baron Large Cap Growth Strategy
Baron Durable Advantage Fund (BDAIX)
Baron Durable Advantage Strategy

April 26
11:00 a.m.

Listen to Replay

Read Transcript

Cliff Greenberg
David Goldsmith
Baron Small Cap Fund (BSFIX)
Baron Opportunistic Small Cap Growth Strategy
April 26
2:00 p.m.

Watch Replay

Read Transcript

Michael Baron
David Baron

Baron Partners Fund (BPTIX)
Baron Focused Growth Fund (BFGIX)
Baron Focused Growth Strategy

April 28
11:00 a.m.

Watch Replay

Read Transcript

Andrew Peck

Baron Asset Fund (BARIX)
Baron Mid Cap Growth Strategy
Baron All Cap Growth Strategy

May 2
11:00 a.m.

Watch Replay

Read Transcript

Neal Kaufman
Josh Riegelhaupt

Baron Health Care Fund (BHCHX)
Baron Health Care Strategy

May 2
2:00 p.m.

Watch Replay

Read Transcript

Josh Saltman Baron FinTech Fund (BFIIX) May 4
2:00 p.m.

Watch Replay

Read Transcript

 


4Q 2022 Recordings

Portfolio Manager Funds/Strategies Date & Time
(ET)

Replays and Transcripts

Jeff Kolitch

Baron Real Estate Fund (BREIX)
Baron Real Estate Strategy
Baron Real Estate Income Fund (BRIIX)
Baron Real Estate Income Strategy

January 18
4:00 p.m.

Watch Replay

Read Transcript

Laird Bieger
Randy Gwirtzman
Baron Discovery Fund (BDFIX)
Baron Discovery Strategy
January 19
2:00 p.m.

Listen to Replay

Read Transcript

Mike Lippert Baron Opportunity Fund (BIOIX)
Baron High Growth Strategy
January 24
10:00 a.m.

Watch Replay

Read Transcript

Cliff Greenberg
David Goldsmith

Baron Small Cap Fund (BSFIX)
Baron Opportunistic Small Cap Growth Strategy

January 24
2:00 p.m.

Watch Replay

Read Transcript

Michael Kass
Anuj Aggarwal

Baron Emerging Markets Fund (BEXIX)
Baron Emerging Markets Strategy
Baron International Growth Fund (BINIX)
Baron International Growth Strategy
Baron New Asia Fund (BNAIX)

January 25
2:30 p.m.

Watch Replay

Read Transcript

Ron Baron
Neal Rosenberg
Michael Baron
Baron Growth Fund (BGRIX)
Baron Small Cap Growth Strategy
Baron WealthBuilder Fund (BWBIX)
January 26
4:15 p.m.

Watch Replay

Read Transcript

Alex Umansky
Guy Tartakovsky
Baron Global Advantage Fund (BGAIX)
Baron Global Advantage Strategy
Baron Fifth Avenue Growth Fund (BFTIX)
Baron Large Cap Growth Strategy
Baron Durable Advantage Fund (BDAIX)
Baron Durable Advantage Strategy
January 31
11:00 a.m.

Watch Replay

Read Transcript

Neal Kaufman
Josh Riegelhaupt

Baron Health Care Fund (BHCHX)
Baron Health Care Strategy

January 31
4:00 p.m.

Watch Replay

Read Transcript

Andrew Peck

Baron Asset Fund (BARIX)
Baron Mid Cap Growth Strategy
Baron All Cap Growth Strategy

February 1
12:45 p.m.

Watch Replay

Read Transcript

Josh Saltman

Baron FinTech Fund (BFIIX)

February 2
2:00 p.m.

Watch Replay

Read Transcript

Ron Baron
Michael Baron
David Baron
Baron Partners Fund (BPTIX)
Baron Focused Growth Fund (BFGIX)
Baron Focused Growth Strategy
February 2
4:15 p.m.

Watch Replay 

Read Transcript

 

 

3Q 2022 Recordings

There was no insight series for 3Q 2022 due to the 29th Annual Baron Investment Conference on November 4, 2022. The investment team sessions were recorded and are available for replay.

 

View Investment Team Session Recordings

 

2Q 2022 Recordings

Portfolio Manager Funds/Strategies Date & Time
(ET)

Replays and

Transcripts

Laird Bieger
Randy Gwirtzman

Baron Discovery Fund (BDFIX)
Baron Discovery Strategy

July 19
11:00 a.m.

Watch Replay

Read Transcript

Mike Lippert Baron Opportunity Fund (BIOIX)
Baron High Growth Strategy
July 19
2:00 p.m.

Watch Replay

Read Transcript

Cliff Greenberg
David Goldsmith
Baron Small Cap Fund (BSFIX)
Baron Opportunistic Small Cap Growth Strategy
July 20
2:00 p.m.

Watch Replay

Read Transcript

Jeff Kolitch

Baron Real Estate Fund (BREIX)
Baron Real Estate Strategy
Baron Real Estate Income Fund (BRIIX)
Baron Real Estate Income Strategy

July 20
4:15 p.m.

Watch Replay

Read Transcript

Michael Kass
Anuj Aggarwal

Baron Emerging Markets Fund (BEXIX)
Baron Emerging Markets Strategy
Baron International Growth Fund (BINIX)
Baron International Growth Strategy
Baron New Asia Fund (BNAIX)

July 21
12:00 p.m.

Watch Replay

Read Transcript

Ron Baron
Neal Rosenberg
Michael Baron
Baron Growth Fund (BGRIX)
Baron Small Cap Growth Strategy
Baron WealthBuilder Fund (BWBIX)
July 27
4:15 p.m.

Watch Replay

Read Transcript

Andrew Peck Baron Asset Fund (BARIX)
Baron Mid Cap Growth Strategy
Baron All Cap Growth Strategy
July 28
4:15 p.m.

Watch Replay

Read Transcript

Neal Kaufman
Josh Riegelhaupt

Baron Health Care Fund (BHCHX)
Baron Health Care Strategy

August 2
4:15 p.m.

Watch Replay

Read Transcript

Ron Baron
Michael Baron
David Baron

Baron Partners Fund (BPTIX)
Baron Focused Growth Fund (BFGIX)
Baron Focused Growth Strategy

August 3
4:15 p.m.

Watch Replay

Read Transcript

Alex Umansky

Baron Global Advantage Fund (BGAIX)
Baron Global Advantage Strategy
Baron Fifth Avenue Growth Fund (BFTIX)
Baron Large Cap Growth Strategy
Baron Durable Advantage Fund (BDAIX)
Baron Durable Advantage Strategy

August 4
11:00 a.m.

Watch Replay

Read Transcript

Josh Saltman Baron FinTech Fund (BFIIX) August 4
2:30 p.m.

Watch Replay

Read Transcript

 

 

 

Investors should consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99BARON or visiting www.BaronFunds.com. Please read them carefully before investing.
 

Risks: All investments are subject to risk and may lose value.

The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed during these calls reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.

BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).