Moderated by Baron Capital Co-CIOs Cliff Greenberg and Andrew Peck, along with Director of Research Amy Chasen, this session features insights from Baron Capital portfolio managers, who share perspectives across their areas of expertise. Jeff Kolitch discusses the improving outlook for real estate and the key secular themes he's focused on, while Mike Lippert and Ashim Mehra highlight the long-term potential of investments in technology and innovation, as well as Baron Capital’s edge in the space. Neal Rosenberg, Randy Gwirtzman, and Laird Bieger explain why they think small caps are making a comeback and identify opportunities in hidden gems. Alex Umansky showcases the strengths of Baron Durable Advantage Fund, a large-cap fund focusing on companies that offer consistent growth, profitability, and stability.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Introductions
1:21 – Bullish on Real Estate
4:38 – Why Faster Real Estate Recovery
6:04 – Technology and Innovation
8:50 – What is AI? What does it Mean?
10:45 – Small Caps are Back!
14:15 – 3 Reasons Now is the Time to Invest in Small Caps
15:45 – Sleep Well at Night (Baron Durable Advantage Fund)
20:24 – Where Jeff Kolitch Sees Real Estate Opportunity
22:58 – Technology Companies We’re Excited About
25:06 – Small Cap AI Opportunities
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Disclosures
Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting BaronCapitalGroup.com. Please read them carefully before investing.
Risks: Securities issued by small and medium sized companies may be thinly traded and may be more difficult to sell during market downturns. In addition to general market conditions, technology companies, including internet-related and information technology companies, as well as companies propelled by new technologies, may present the risk of rapid change and product obsolescence, and their successes may be difficult to predict for the long term. Technology companies may also be adversely affected by changes in governmental policies, competitive pressures and changing demand. Non-U.S. investments may involve additional risks to those inherent in U.S. investments, including exchange-rate fluctuations, political or economic instability, the imposition of exchange controls, expropriation, limited disclosure and illiquid markets. Securities issued by small and medium sized companies may be thinly traded and may be more difficult to sell during market downturns. Companies propelled by innovation, including technology advances and new business models, may present the risk of rapid change and product obsolescence, and their success may be difficult to predict for the long term. Growth stocks can react differently to issuer, political, market and economic developments than the market as a whole. Non-U.S. investments may involve additional risks to those inherent in U.S. investments, including exchange-rate fluctuations, political or economic instability, the imposition of exchange controls, expropriation, limited disclosure and illiquid markets, resulting in greater share price volatility. In addition to general market conditions, the value of the Real Estate Funds will be affected by the strength of the real estate markets as well as by interest rate fluctuations, credit risk, environmental issues and economic conditions. The Baron Real Estate Income Fund invests in debt securities which are affected by changes in prevailing interest rates and the perceived credit quality of the issuer. The Funds invest in companies of all sizes, including small and medium sized companies whose securities may be thinly traded and more difficult to sell during market downturns.
The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this presentation reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).
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