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Portfolio Manager Insight Series

Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks.

Webcast | Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks

While many investors may overlook small caps for generating long-term returns, our more than 40 years of focusing on small-cap companies says otherwise. 

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Cliff Greenberg joined Baron Capital in 1997 as the portfolio manager for Baron Small Cap Fund. In 2020, he was named co-chief investment officer. He has 41 years of research experience.

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Cliff Greenberg

Laird Bieger joined Baron Capital in 2000 as a research analyst and was named portfolio manager of Baron Discovery Fund in 2013. He has 28 years of research experience.

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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 28 years of research experience.

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Randolph Gwirtzman

David joined Baron&nbsp;Capital in 2006 as a research analyst. He was named assistant portfolio manager of Baron Small Cap Fund in 2016 and portfolio manager of Baron Capital US Small Cap Fund in 2025. He has 22 years of research experience. From 2001 to 2004, he worked at Claiborne Capital Group as a research analyst. From 1999 to 2001, he worked at Banc of America Securities as an investment banking health care analyst. David graduated&nbsp;<em>cum laude</em> from Duke University with a B.S. in Economics in 1999 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2006.

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David Goldsmith

Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks

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2025 Conference - Ron on CNBC

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Ron Baron

2025 Conference Replay - CNBC Squawk Box

2025 Conference - Expansion with Purpose, Michael Baron

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Michael Baron

2025 Conference Replay - Expansion with Purpose

2025 Conference - Inside the Search for Growth: Technology and Emerging Markets

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Michael Lippert

Michael Kass

Ashim Mehra

Anuj Aggarwal

Adam Sabban

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2025 Conference Replay - Inside the Search for Growth: Technology and Emerging Markets

Conference 2025 - Inside Search for Growth: Small Caps and Real Estate

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Jeffrey Kolitch

2025 Conference Replay - Inside the Search for Growth: Small Caps and Real Estate

2025 Conference - Ron Baron Keynote

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2025 Conference Replay - Changing Lives | Ron Baron's Keynote Speech

2025 Conference - Investment Team Session 5 - Focused, Small-Mid, and Mid Cap Growth

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Andrew Peck

Neal Rosenberg

Ishay Levin

2025 Conference Replay - Investment Team - Session 5: Focused, Small-Mid Cap, and Mid Cap Growth

2025 Conference - Investment Team - Session 4: Emerging Markets, International, and India Growth

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2025 Conference Replay - Investment Team - Session 4: Emerging Markets, International, and India Growth

2025 Conference - Investment Team - Session 3: Large Cap, Global, and High Growth

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Alex Umansky

Guy Tartakovsky

2025 Conference Replay - Investment Team - Session 3: Large Cap, Global, and High Growth

2025 Conference - Investment Team - Session 2: Small-Cap Growth

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2025 Conference Replay - Investment Team - Session 2: Small-Cap Growth

2025 Conference - Investment Team - Session 1: Real Estate, FinTech, and Health Care

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Neal Kaufman

Josh Saltman

2025 Conference Replay - Investment Team - Session 1: Real Estate, FinTech, and Health Care

2025 Conference - Ron and Elon

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Elon Musk

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2025 Conference Replay - Afternoon – Ron and Elon

2025 Conference - Meet the CEOs: Finkelstein

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Harley Finkelstein

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2025 Conference Replay - Meet the CEO –  Finkelstein

2025 Conference - Meet the CEOs: Hoffmann

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Martin Hoffmann

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2025 Conference Replay - Meet the CEO – Hoffmann

2025 Conference - Meet the CEOs: Hall

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Eugene Hall

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2025 Conference Replay - Meet the CEO – Hall

2025 Conference - Meet the CEOs: Mansueto

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Joe Mansueto

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2025 Conference Replay - Meet the CEO – Mansueto

News

video - news - Michael Baron at FT Live, October 7, 2025

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Michael Baron Joins FT Live to Discuss the Future of Asset Management

Video - Baron Growth Fund Outperforms Over the Long-Term

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Video - Baron Growth Fund Outperforms Over the Long Term

Video - An Optimistic Outlook for Baron Growth Fund

Video - Baron Real Estate Income Fund - More than a REIT Fund

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Video - Baron Real Estate Income Fund - More Than a REIT Fund

Thought Leadership Forum

Webinar - U.S. Policy Pivot: Tailwinds for Non-U.S. Equities

Portfolio managers Michael Kass and Anuj Aggarwal discuss recent U.S. tariff and economic policy changes, and how it could drive non-U.S. investment opportunities.

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U.S. Policy Pivot: Tailwinds for Non-U.S. Equities

Video - Baron Real Estate Fund 15th Anniversary

Video - Baron Real Estate Fund - 15 Year Anniversary

News - Randy Gwirtzman Highlights Cybersecurity and Applied AI Investment Opportunities with MarketWatch

Video - Ron Baron on CNBC 3.11.2025

2024 Conference - Ron Baron on CNBC

News - Ron Baron on CNBC Squawk Box - 3.11.2025

Webcast - The Next Investment Frontier: SpaceX and the Aerospace Revolution

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.

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The Next Investment Frontier: SpaceX and the Aerospace Revolution

Video - webinar - DeepSeek Disillusion: Evaluating the Future of AI

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.

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Akhilesh Kumawat

DeepSeek Disillusion: Evaluating the Future of AI

2024 Conference - Investment Team - Large Cap, Global, and High Growth

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2024 Conference Replay - Investment Team - Large Cap, Global, and High Growth

2024 Conference - Investment Team - Small Cap Growth

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2024 Conference Replay - Investment Team - Small-Cap Growth

2024 Conference - Investment Team - Focused, Small/Mid Cap, and Mid-Cap Growth

2024 Conference - Investment Team, Michael Baron

2024 Conference Replay - Investment Team - Focused, Small/Mid Cap, and Mid-Cap Growth

2024 Conference - CNBC

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

2024 Conference - Real Estate, FinTech, Health Care

Conference Photo - Neal Kaufman

2024 Conference Replay - Investment Team - Real Estate, FinTech, and Health Care

2024 Conference - Investment Team - Emerging Markets and International Growth

2024 Conference - Investment Team, Joy He

José Barria

Eitan Chemerinski

Joy He

2024 Conference Replay - Investment Team - Emerging Markets and International Growth

2024 Conference - Baron Capital Investment Approach

Conference Photo - Investment Approach - Amy Chasen, Cliff Greenberg, Andrew Peck

Amy Chasen

2024 Conference Replay - Investment Approach

2024 Conference - Ron Baron Keynote Speech

2024 Conference - Ron Baron Thumbnail Image

2024 Conference Replay - Ron Baron Keynote

2024 Conference - Next Generation of Leadership

conference photo - next generation leadership, rachel stern, michael baron, david baron

Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks

Featured Products

Baron Small Cap Fund

Baron Discovery Fund