Baron Insight

Topic and Date
Energy Investing is Really NOT a Commodity Story
  Jamie Stone, Portfolio Manager of Baron Energy and Resources Fund,  
  discusses energy investing.
December 2013 View
Heathcare: Change presents great investment opportunities
  Neal Kaufman, Susan Robbins and Randy Gwirtzman discuss changes to healthcare.
September 2013 View
The Case for Real Estate
Baron sees broad opportunities in real estate investing.
March 2013 View
Finding Growth Opportunities in Technology
Linda Martinson explains Baron’s approach to investing in technology companies.
 May 2012 View
Information Services Drive Businesses
We are finding compelling investment opportunities in information services, where many businesses benefit from significant barriers to entry and high retention rates, which can lead to attractive margins and recurring revenue streams.
 March 2012 View
Buy Low, Go Long, Sell High
Baron President Linda Martinson explains why we believe this is a good time to invest in equities for attractive long-term results.
February 2012 View
Can You Imagine Life Without the Internet
Internet use is increasingly going mobile and the online marketplace is rapidly expanding. E-commerce, including search, shopping and advertising, is giving rise to exciting new investment opportunities says Baron analyst Ashim Mehra.
December 2011 View