Insights & Reports
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Institutional Investors
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- FINRA member or registered person of such a member, and
- Persons described in FINRA rule 4512(c) which defines "institutional accounts" to include:
- A bank, savings and loan association, insurance company, or registered investment company;
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- Any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
If you do not fall within at least one of the above categories you should not access the information contained in the site.
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Non-U.S. Investors
Baron offers accredited non-U.S. investors and qualified tax-exempt U.S. investors a range of options for investing in the equity market. Our investment vehicles include SICAV funds, separate accounts, collective investment trusts, and Baron USA Partners Fund.
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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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1Q23 Quarterly Letters
Portfolio Manager Insight Series
Our quarterly insight series is your chance to watch live as our portfolio managers discuss the market and their strategies.
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1Q23 Portfolio Manager Insight Series with Neal Rosenberg and Michael Baron
Watch the 1Q23 webinar recording with Portfolio Managers Neal Rosenberg and Michael Baron as they provide insight into the Baron Growth Fund, Baron Small Cap Growth Strategy, and Baron Wealthbuilder Fund.
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1Q23 Portfolio Manager Insight Series with Mike Lippert
Watch the 1Q23 webinar recording with Portfolio Manager Mike Lippert as he discusses the Baron Opportunity Fund and Baron High Growth Strategy.
Latest Insights & Commentary
Our View on the Recent Selloff in Shares of The Charles Schwab Corp.
Baron’s Exposure to SVB and Other Regional Banks
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.
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