Insights & Reports
We believe an informed investor makes better decisions. Explore our latest insights on investing and the markets and learn more about our products.
Institutional Investors
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Past performance is not a guarantee of future performance. Investment results and principal value will fluctuate so shares, when redeemed, may be worth more or less than their original cost. Investors should be aware of the additional risks associated with investments in non-diversification, undervalued or overlooked companies and investments in specific industries. Additional risks may include those associated with investing in foreign securities, emerging markets, and companies with relatively small market capitalizations.
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Non-U.S. Investors
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If you are a non-U.S. investor or qualified tax-exempt U.S. investor interested in our non-U.S. investment products, please contact Stephen Millar, VP, Head of EMEA, Institutional Sales | +44(0)7769 958822 | smillar@baronfunds.com
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3Q21 Quarterly Letters
- Letter from Ron Baron
- Letter from Linda Martinson
- Neal Kaufman | Baron Health Care Fund
- Ron Baron & Michael Baron | Baron WealthBuilder Fund
- Ron Baron & Neal Rosenberg | Baron Growth Fund
- Ron Baron & Michael Baron | Baron Partners Fund
- Ron Baron & David Baron | Baron Focused Growth Fund
- Laird Bieger & Randy Gwirtzman | Baron Discovery Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Andrew Peck | Baron Asset Fund
- Alex Umansky | Baron Durable Advantage Fund
- Alex Umansky | Baron Global Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Michael Lippert | Baron Opportunity Fund
- Cliff Greenberg | Baron Small Cap Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Josh Saltman | Baron FinTech Fund
Baron Portfolio Manager Call Series, part 6
We are hosting a series of conference calls with our portfolio managers to provide a review of and outlook for the markets and our funds and answer any questions you may have. To view dates and times, please download the PDF.
Latest Insights & Commentary
Notice Re: Certain Holdings
Are EM Equities Poised to Outperform?
We believe now may be an ideal time to invest in emerging markets equities.
Are International Stocks Poised to Outperform?
We believe now may be an ideal time to invest in international equities.
Baron Perspective: Inflation: It’s Complicated
Baron President Linda Martinson discusses why inflation’s impact on stock prices depends on what else is going on in the economy and the market.
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.
The Power of Active, Long-Term Investing
Learn why we believe an actively managed stock portfolio with a long term horizon is the best way to increase the likelihood of positive returns on your investment.
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.
Baron Investor: Baron Global Advantage Fund
Alex Umansky, Portfolio Manager of Baron Global Advantage Fund, discusses how he finds his highest conviction ideas in the global equity markets.
Baron Investor: Baron Health Care Fund
Neal Kaufman, portfolio manager of Baron Health Care Fund, discusses the advantages of an active investment approach in navigating the complex and rapidly changing health care landscape.
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.
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