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1Q20 Quarterly Letters
- Letter from Linda Martinson
- Letter from Ron Baron
- Ron Baron & Neal Rosenberg | Baron Growth Fund
- Ron Baron & Michael Baron | Baron Partners Fund
- Ron Baron & David Baron | Baron Focused Growth Fund
- Ron Baron & Michael Baron | Baron WealthBuilder Fund
- Andrew Peck | Baron Asset Fund
- Neal Kaufman | Baron Health Care Fund
- Michael Lippert | Baron Opportunity Fund
- Cliff Greenberg | Baron Small Cap Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Alex Umansky | Baron Global Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Alex Umansky | Baron Durable Advantage Fund
- Laird Bieger & Randy Gwirtzman | Baron Discovery Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Josh Saltman | Baron FinTech Fund
The Baron Portfolio Manager Call Series
- Ron Baron and Neal Rosenberg: How a Downturn Can Create Opportunities for Long-Term Investors
- Ron Baron and Michael Baron: The COVID-19 Pandemic and its Impact on Growth Stocks
- Alex Umansky: Investing for the Long Term in the Face of Uncertainty
- Andrew Peck: Staying the Course During a Disruption
- Michael Kass: A Potential Game Changer for EM and International Markets?
- Randy Gwirtzman and Laird Bieger: Small Cap Investing in a Downturn
- Mike Lippert: The COVID-19 Pandemic and the Acceleration of Digital Transformation
- Cliff Greenberg and David Goldsmith: Keeping an Eye on the Long Term in Uncertain Times
- Jeff Kolitch: The Impact of the COVID-19 Pandemic on Real Estate Stocks
Latest Quarterly Reports
-
1Q20 Quarterly Report
Read the latest quarterly report from Baron Funds.
-
4Q19 Quarterly Report
-
3Q19 Quarterly Report
-
2Q19 Quarterly Report
Latest Insights & Commentary
The Baron Portfolio Manager Call Series
We are hosting a second series of conference calls with our portfolio managers in light of current market conditions.
The Case for Real Estate – Opportunities Abound
Please join us for a call on May 20, 2020 at 2pm EST with Jeffrey Kolitch, Portfolio Manager of Baron Real Estate Fund (BREIX) and Baron Real Estate Income Fund (BRIIX). Jeff will be discussing the current investment landscape for real estate and where he is finding opportunities. Click here to register.
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.
Are International Stocks Poised to Outperform?
We believe now may be an ideal time to invest in international equities.
Baron Investor: Baron Emerging Markets Fund
Portfolio Manager Michael Kass discusses how he finds promising investment opportunities in the complex and dynamic asset class of emerging markets.
Are EM Equities Poised to Outperform?
We believe now may be an ideal time to invest in emerging markets equities.
Baron Perspective: Stay Invested, Stay Active, #StaySafe
Baron President Linda Martinson explores the impact of past pandemics on stock market performance and discusses the advantages of active investing for the long term in such environments.
Baron Investor: Baron International Growth Fund
Portfolio Manager Michael Kass discusses how he finds opportunities through a combination of secular growth themes and bottom-up investing.
Baron Investor: Baron Small Cap Fund
Cliff Greenberg, Portfolio Manager of Baron Small Cap Fund, discusses his differentiated approach to investing in small cap stocks.
Baron Investor: Baron Discovery Fund
Portfolio Managers Laird Bieger and Randy Gwirtzman discuss finding opportunities in small cap stocks.
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