Insights & Reports
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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
- Neal Kaufman and Josh Riegelhaupt: Investing in Health Care in the Age of COVID-19
- Alex Umansky: COVID-19 and the Acceleration of Disruptive Change
- Michael Kass: The Impact of the Pandemic on EM and International Markets
- Randy Gwirtzman: A Sector by Sector Look at the Impact of the Pandemic on Small Caps
- Ron Baron, Neal Rosenberg, and Michael Baron: The Importance of a Disciplined Investment Approach in a Crisis
- Cliff Greenberg and David Goldsmith: Managing a Small Cap Fund in a Volatile Market
- Andrew Peck: The Value of a Long-Term Investment Approach for a Mid-Cap Fund During a Disruption
- Jeff Kolitch: The Case for Real Estate: Opportunities Abound
- Ron Baron, Michael Baron, and David Baron: Keeping an Eye on Long-Term Fundamentals During a Market Crisis
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
We Stand for Equality, Inclusion, and Respect
Please read our statement from Baron President and COO Linda Martinson here.
The Baron Portfolio Manager Call Series
We hosted a second series of conference calls with our portfolio managers in June in light of current market conditions. To find replay information, please click here.
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 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.
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 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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