Insights & Reports
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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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2Q21 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
- Neal Kaufman | Baron Health Care Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Andrew Peck | Baron Asset Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Cliff Greenberg | Baron Small Cap Fund
- Laird Bieger & Randy Gwirtzman | Baron Discovery Fund
- Michael Lippert | Baron Opportunity Fund
- Alex Umansky | Baron Global Advantage Fund
- Alex Umansky | Baron Durable Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth 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 Investing in 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 26, 2021 Ron, Michael, and David Baron: Growth Investing in the Current Environment
- May 27, 2021 Alex Umansky Discusses the Importance of Proactive Investing in a Volatile Market
Latest Quarterly Reports
-
2Q21 Quarterly Report
Read the latest quarterly report from Baron Funds.
-
1Q21 Quarterly Report
-
4Q20 Quarterly Report
-
3Q20 Quarterly Report
Latest Insights & Commentary
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.
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.
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