Baron Funds
Growth equity research and commentary from Baron Funds.
United States4 articlesLast published 9 Jun 2026
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Baron FundsEquities
Agent Ascendancy: GenAI’s Future Frontliners in Large-Scale Consumer Applications | Baron Funds
Baron Funds analyst Ashim Mehra argues that generative AI will catalyze a shift from traditional browsing to AI-powered personal agents, fundamentally reshaping consumer-technology interactions over the next decade. The piece identifies Alphabet, Meta, Amazon, and Tencent as the best-positioned incumbents due to their proprietary datasets and scaled distribution advantages.
9 Jun 2026
Baron FundsEquities
Portfolio Managers Q&A: Baron Global Durable Advantage ETF | BCGD | Baron Funds
Baron Capital's portfolio managers Alex Umansky and Guy Tartakovsky introduce the newly launched Baron Global Durable Advantage ETF (BCGD), a concentrated active ETF investing in 30 - 40 high-quality, durable-growth companies globally across all sectors. The Q&A outlines the fund's investment philosophy, risk management framework, and examples of current holdings including Hermès, LVMH, Ferrari, Visa, S&P Global, and HDFC Bank.
30 Apr 2026
Baron FundsEquities
Portfolio Managers Q&A: Baron First Principles ETF | RONB | Baron Funds
Baron Capital's Ron, Michael, and David Baron discuss the launch of the Baron First Principles ETF (RONB), an active ETF applying a bottom-up, concentrated growth equity strategy built on first-principles business analysis. The Q&A covers the fund's investment philosophy, process (including leverage for high-conviction positions), risk management through diversification across four low-correlated growth categories, and valuation discipline requiring a potential double in four years before initiating a position.
30 Apr 2026
Baron FundsEquities
Portfolio Managers Q&A: Baron Technology ETF | BCTK | Baron Funds
Baron Capital portfolio managers Michael Lippert and Ashim Mehra outline the investment philosophy, structure, and key holdings of the newly launched Baron Technology ETF (BCTK), a conversion of the Baron Technology Fund into an active ETF. The Q&A highlights the fund's focus on secular technology themes including AI, cloud computing, and autonomous transportation, with a concentrated ~45-stock portfolio spanning large-, mid-, and small-cap technology-related companies across multiple sectors.
30 Apr 2026