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1Q21 Quarterly Letters
- Letter from Linda Martinson
- Letter from Ron Baron
- Ron Baron & Michael Baron | Baron WealthBuilder Fund
- Ron Baron & Michael Baron | Baron Partners Fund
- Ron Baron & Neal Rosenberg | Baron Growth Fund
- Ron Baron & David Baron | Baron Focused Growth Fund
- Michael Lippert | Baron Opportunity Fund
- Neal Kaufman | Baron Health Care Fund
- Andrew Peck | Baron Asset Fund
- Laird Bieger & Randy Gwirtzman | Baron Discovery Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Alex Umansky | Baron Global Advantage Fund
- Alex Umansky | Baron Durable Advantage Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Cliff Greenberg | Baron Small Cap Fund
- Josh Saltman | Baron FinTech Fund
Baron Portfolio Manager Call Series, part 5
We hosted a series of conference calls with our portfolio managers to provide a review and outlook for the markets and our funds and answer any questions you may have. Edited transcripts of each call are listed below. To listen to a replay, please refer to the PDF.
- May 3, 2021 Jeff Kolitch: Investing in Real Estate in a Dynamic Market
- May 11, 2021 Neal Kaufman and Josh Riegelhaupt: A Positive Outlook for the Health Care Sector
- May 13, 2021 Mike Lippert: Investing in innovation in the post-pandemic market
- May 17,2021 Josh Saltman: Investing in FinTech in a Post-Pandemic Market
- May 18, 2021 Michael Kass: EM and International Investing in the Post-Pandemic Era
- May 18, 2021 Andrew Peck: Investing in Mid-Cap Growth Stocks in a Challenging Market
- May 20, 2021 Cliff Greenberg and David Goldsmith: Small Cap Growth Investingin the Current Climate
- May 24, 2021 Randy Gwirtzman and Laird Bieger: Small Cap Growth Opportunities in a Post-Pandemic Market
- May 25,2021 Ron Baron, Neal Rosenberg, and Michael Baron: Staying the Course in a Volatile Market
- May 27, 2021 Alex Umansky Discusses the Importance of Proactive Investing in a Volatile Market
Latest Quarterly Reports
-
1Q21 Quarterly Report
Read the latest quarterly report from Baron Funds.
-
4Q20 Quarterly Report
-
3Q20 Quarterly Report
-
2Q20 Quarterly Report
Latest Insights & Commentary
Baron Investor: Baron Real Estate Fund
Jeff Kolitch, Portfolio Manager of Baron Real Estate Fund, discusses the numerous investment opportunities he is seeing in real estate and real estate-related categories.
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.
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.
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 Capital Statement on Climate Change
Baron Capital believes that climate change is one of the most significant and defining challenges of our age. Read about what we are doing to position our funds and allocate capital to help fight climate change as well as reduce the climate impacts of our own business in support of the global goal of achieving net zero carbon emissions by 2050.
Baron Investor: Baron Growth Fund
Portfolio Managers Ron Baron & Neal Rosenberg discuss their time-tested, bottom-up, long-term approach to investing in small cap stocks.
Baron Investor: Baron Partners Fund
Portfolio Managers Ron Baron and Michael Baron discuss the investment strategy for this all-cap Fund comprised of their highest conviction ideas.
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 Emerging Markets Fund
Portfolio Manager Michael Kass discusses how he finds promising investment opportunities in the complex and dynamic asset class of emerging markets.
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