Insights & Reports
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Institutional Investors
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3Q23 Quarterly Letters
- Letter from Ron Baron
- Letter from Linda Martinson
- Alex Umansky | Baron Durable Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Alex Umansky | Baron Global Advantage Fund
- Andrew Peck | Baron Asset Fund
- Cliff Greenberg | Baron Small Cap Fund
- Jeffrey Kolitch | Baron Real Estate Fund
- Jeffrey Kolitch | Baron Real Estate Income Fund
- Josh Saltman | Baron FinTech Fund
- Michael Kass | Baron Emerging Markets Fund
- Michael Kass | Baron International Growth Fund
- Michael Kass & Anuj Aggarwal | Baron New Asia Fund
- Michael Lippert | Baron Opportunity Fund
- Michael Lippert & Ashim Mehra | Baron Technology Fund
- Neal Kaufman | Baron Health Care Fund
- Randy Gwirtzman & Laird Bieger | Baron Discovery Fund
- Ron Baron & David Baron | Baron Focused Growth Fund
- Ron Baron & Michael Baron | Baron Partners Fund
- Ron Baron & Michael Baron | Baron Wealthbuilder Fund
- Ron Baron & Neal Rosenberg | Baron Growth Fund
Agent Ascendancy: GenAI’s Future Frontliners in Large-Scale Consumer Applications
Portfolio manager Ashim Mehra and research associate Simone Liao believe recent advances in artificial intelligence will be the catalyst for sophisticated AI-powered personal assistants or “agents”.
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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.
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Baron Capital Thought Leadership Forum | Demystifying Real Estate
Portfolio manager Jeff Kolitch and assistant portfolio manager David Kirshenbaum clear the air on the perceptions vs. the realities of the commercial and residential real estate markets.
Latest Insights & Commentary
Baron Investor: Baron Asset Fund
Portfolio Manager Andrew Peck discusses the advantages of mid-cap growth stocks.
Baron Investor: Baron Discovery Fund
Portfolio Managers Laird Bieger and Randy Gwirtzman discuss finding opportunities in earlier-stage small cap stocks.
Baron Investor: Baron Durable Advantage Fund
Portfolia Manager Alex Umansky discusses a unique approach to large-cap core investing.
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 Fifth Avenue Growth Fund
Portfolio Manager Alex Umansky discusses his unconventional approach to finding growth stocks in the large cap asset class through his focus on “Big Ideas” and disruptive change.
Baron Investor: Baron FinTech Fund
Portfolio Manager Josh Saltman discusses the advantages of FinTech stocks.
Baron Investor: Baron Focused Growth Fund
Portfolio Managers Ron Baron and David Baron discuss the advantages of a focused portfolio of small- and mid-cap.
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 Growth Fund
Portfolio Managers Ron Baron and Neal Rosenberg discuss their time-tested, bottom-up, long-term approach to investing in small cap stocks.
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.
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