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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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News

Video - Baron Growth Fund Outperforms Over the Long-Term

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Neal Rosenberg

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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Jeffrey Kolitch

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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Michael Kass

Anuj Aggarwal

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

Ron Baron

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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Ishay Levin

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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Michael Lippert

Akhilesh Kumawat

DeepSeek Disillusion: Evaluating the Future of AI

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

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Ashim Mehra

Alex Umansky

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

Michael Baron

Andrew Peck

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

Neal Kaufman

Josh Saltman

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

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2024 Conference Replay - Ron Baron Keynote

2024 Conference - Next Generation of Leadership

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David Baron

2024 Conference Replay - Next Generation of Leadership

2024 Conference - Gwynne Shotwell, SpaceX

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Gwynne Shotwell

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2024 Conference Replay - Meet the CEO – Gwynne Shotwell

2024 Conference - Fertitta, Red Rock Resorts

2024 Conference - Fertitta

Frank J. Fertitta III

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Lorenzo J. Fertitta

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2024 Conference Replay - Meet the CEO – Fertitta

2024 Conference - Lee Shavel, Verisk Analytics

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Lee M. Shavel

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2024 Conference Replay - Meet the CEO – Lee Shavel

2024 Conference - Henry Fernandez, MSCI

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Henry A. Fernandez

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2024 Conference Replay - Meet the CEO – Henry Fernandez

video - webinar- india the rise of a new asset class

Portfolio managers Anuj Aggarwal and Michael Kass delve into how India's emerging position is driving momentum across various growth-oriented investment themes.

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India: The Rise of a New Asset Class

video - news - Barron's Live featuring Neal Kaufman, August 5, 2024

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Neal Kaufman Discusses Health Care Equities on Barron’s Live

News - Ron Baron on CNBC - 6.5.2024

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Webcast - Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box

2022 Conference Replay - CNBC Squawk Box - Part 5

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2022 Conference Replay - CNBC Squawk Box - Part 4

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Matthew Desch

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2022 Conference Replay - CNBC Squawk Box - Part 3

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Kirsten Lynch

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Mark Hoplamazian

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2022 Conference Replay - CNBC Squawk Box - Part 2

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2022 Conference Replay - CNBC Squawk Box - Part 1

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2022 Conference Replay - Reflections on Baron Capital's Investment Approach

2022 Conference Replay - Reflections – Investment Approach

2022 Conference Replay - Reflections on Baron Capital's Work Culture

2022 Conference Replay - Reflections – Baron Capital Work Culture

2022 Conference Replay - Keynote – Amy Chasen 

Conference Photo - Amy Chasen

2022 Conference Replay - Keynote – Amy Chasen

2022 Conference Replay - Keynote – Andrew Peck and Cliff Greenberg

Conference Photo - Cliff Greenberg and Andrew Peck

2022 Conference Replay - Keynote – Cliff Greenberg and Andrew Peck

2022 Conference Replay - Keynote – Linda Martinson

Conference Photo - Linda Martinson

2022 Conference Replay - Keynote – Ron Baron

Conference Photo - Ron Baron Keynote

2022 Conference Replay – Investment Team Session 5

Conference Photo - Alex Umansky, Ashim Mehra

2022 Conference Replay – Investment Team Session 4

Conference Photo - Neal Kaufman, Andrew Peck, and Michael Baron

2022 Conference Replay – Investment Team Session 3

Conference Photo - Cliff Greenberg, Randy Gwirtzman and David Goldsmith

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

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Baron Small Cap Fund

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