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3Q20 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 & Michael Baron | Baron WealthBuilder 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
- Laird Bieger & Randy Gwirtzman | Baron Discovery 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 Durable Advantage Fund
- Alex Umansky | Baron Fifth Avenue Growth Fund
- Cliff Greenberg | Baron Small Cap Fund
- Josh Saltman | Baron FinTech Fund
The Baron Portfolio Manager Call Series
- Alex Umansky: Keeping an Eye on the Long Term in the Face of Macro Uncertainties
- Michael Kass: The Impact of the Pandemic on EM and International Markets
- Randy Gwirtzman: Considerations When Investing in Small Caps Today
- Ron Baron and Neal Rosenberg: Finding and Investing in Small Caps in a Volatile Environment
- Jeff Kolitch: The Case for Real Estate: Opportunities Abound
- Cliff Greenberg and David Goldsmith: Investing in Small Caps in Uncertain Times
- Andrew Peck: Keeping an Eye on the Long Term in the Mid Cap Space
- Ron, Michael, and David Baron: A Focused Approach in a Volatile Market
Latest Quarterly Reports
-
3Q20 Quarterly Report
Read the latest quarterly report from Baron Funds.
-
2Q20 Quarterly Report
-
1Q20 Quarterly Report
-
4Q19 Quarterly Report
Latest Insights & Commentary
The Baron Portfolio Manager Conference Call Series
Our Baron portfolio manager conference call series offers our clients and investors the opportunity to get our thoughts on current market conditions and portfolio positioning and strategy and ask us questions on a real-time basis.
Baron Perspective: Investing in Health Care
Baron Capital President and COO discusses Baron’s long history of investing in health care stocks.
Baron Real Estate Fund Decision Tree
We believe there is a strong case to allocate capital to real estate, in the public markets, in an actively managed strategy.
The Case for Active Management of Public Real Estate
We believe the case for an actively managed real estate portfolio is particularly compelling right now given the wide dispersion in performance of stocks within real estate and the ability of an active manager to favor “good” categories, avoid “bad” ones, and make opportunistic purchases.
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 Real Estate Fund
Jeff Kolitch, Portfolio Manager of Baron Real Estate Fund, discusses the numerous investment opportunities he is seeing in real estate and real estate-related categories.
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 Growth Fund
Portfolio Managers Ron Baron & Neal Rosenberg discuss their time-tested, bottom-up, long-term 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.
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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