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Strategy Letters | Q1 2026

Strategy Letter

Baron Discovery Strategy | Q1 2026

Managing Director<br/>Portfolio Manager

Managing Director, Portfolio Manager

Laird Bieger joined Baron Capital in 2000 as a research analyst and was named portfolio manager of Baron Discovery Fund in 2013. He has 29 years of research experience.

Portfolio Manager

Laird Bieger

Randy Gwirtzman joined Baron Capital in 2002 as a research analyst and was named portfolio manager of Baron Discovery Fund in 2013. He has 29 years of research experience.

Randolph Gwirtzman

Randy Gwirtzman and Laird Bieger - Official Landscape

Strategy Letter - Q1 2026 - Baron Discovery Strategy

Baron Emerging Markets Strategy | Q1 2026

Michael Kass joined Baron Capital in 2007 and was named portfolio manager of Baron International Growth Fund in 2008 and portfolio manager of Baron Emerging Markets Fund in 2010. He was named portfolio manager of Baron New Asia Fund since its inception in 2021 and became portfolio manager adviser upon conversion to Baron India Fund in 2024. He has 39 years of research experience.

Michael Kass, Thumbnail Image

Michael Kass

Strategy Letter - Q1 2026 - Baron Emerging Markets Strategy

Baron Real Estate Strategy | Q1 2026

Jeff Kolitch joined Baron Capital in 2005 as a research analyst specializing in real estate and was named portfolio manager of Baron Real Estate Fund in 2009 and Baron Real Estate Income Fund in 2017. He has 34 years of research experience.

Strategy Letters | Q1 2026

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