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4Q20 Quarterly Letters
- Letter from Ron Baron
- Letter from Linda Martinson
- Andrew Peck | Baron Asset Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Neal Kaufman | Baron Health Care Fund
- Laird Bieger & Randy Gwirtzman | Baron Discovery Fund
- 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 Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Michael Lippert | Baron Opportunity Fund
- Alex Umansky | Baron Global Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Alex Umansky | Baron Durable Advantage Fund
- Cliff Greenberg | Baron Small Cap Fund
- Josh Saltman | Baron FinTech Fund
Baron Portfolio Manager Call Series, part 4
We are hosting a series of conference calls with our portfolio managers to provide a review and outlook for the markets and our funds and a chance for you to hear our thoughts on any questions you may have.
- Jeff Kolitch: The Case for a Flexible, Active Approach to Real Estate Investing
- Michael Kass: The Pandemic as a Possible Catalyst for EM and International Outperformance
- Randy Gwirtzman and Laird Bieger: Managing a Small Cap Fund During the Pandemic
- Andrew Peck: Managing a Mid-Cap Portfolio During a Market Crisis
- Mike Lippert: The Pandemic and the Acceleration of Digital Transformation
- Neal Kaufman and Josh Riegelhaupt: A Positive Outlook for the Health Care Sector
- Alex Umansky: Investing in Disruptive Technology and Big Ideas
- Cliff Greenberg and David Goldsmith: Investing in Small Caps in a Volatile Market
- Neal Rosenberg: Keeping an Eye on the Long Term in the Midst of Uncertainty
- Ron, Michael, and David Baron: Keeping an Eye on Long Term Fundamentals in a Post-Pandemic World
Latest Quarterly Reports
-
4Q20 Quarterly Report
Read the latest quarterly report from Baron Funds.
-
3Q20 Quarterly Report
-
2Q20 Quarterly Report
-
1Q20 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 Year-End ESG Update for Shareholders
Director of ESG Research Jamie Stone discusses the increasing prominence of ESG issues as we continue to grapple with the impacts of a global pandemic and Baron’s progression in its journey to incorporate ESG issues into its investment and decision making process.
Ron Baron on CNBC Squawk Box
Please click here for information related to Ron Baron’s March 4, 2021 on CNBC Squawk Box.
Baron Perspective: A Year We Will Remember
Baron Capital President and COO Linda Martinson discusses the unique market conditions of 2020 and the drivers of our Funds’ strong performance during the year.
Baron Partners Fund’s Investment in Tesla, Inc. and How We Manage Risk
Click here to learn more about Baron Partners Fund’s long-held stake in Tesla and our approach to risk in this high-conviction, leveraged Fund.
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 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 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.
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