Insights & Commentary
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Explore Insights, Webcasts, and Quarterly Letters & Reports
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Past Webcasts
| Webcast Name | Date | Summary | View Webcast |
|---|---|---|---|
| The Next Investment Frontier: SpaceX and the Aerospace Revolution | 03/25/2025 | Baron Capital CEO Ron Baron and assistant portfolio manager and research analyst Ishay Levin explore the rapidly evolving aerospace industry and the long-term investment potential of SpaceX. | Watch Now |
| DeepSeek Disillusion: Evaluating the Future of AI | 02/03/2025 | Head of technology research Mike Lippert is joined by research analyst and assistant portfolio manager Ishay Levin and research analyst Akhilesh Kumawat to analyze the market reaction to DeepSeek and evaluate the reality of how DeepSeek’s entrance will impact the future of investing in AI. | Watch Now |
| India: The Rise of a New Asset Class | 09/17/2024 | Portfolio managers Anuj Aggarwal and Michael Kass delve into how India's emerging position is driving momentum across various growth-oriented investment themes. | Watch Now |
| Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing | 06/14/2023 | Portfolio manager Michael Lippert and assistant portfolio manager Ishay Levin discuss their outlook for artificial intelligence, electric vehicles, semiconductors, and cloud computing. | Watch Now |
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Quarterly Report
Q4 2024 Quarterly Report
Read the Q4 2024 Quarterly Report for Baron Funds.
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Baron Capital offers a wide range of growth equity solutions in a variety of investment vehicles. Contact Baron Capital to learn more.