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Thought Leadership Forum

DeepSeek Disillusion: Evaluating the Future of AI

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 joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named head of technology research. He has 24 years of research experience.

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Michael Lippert

Ishay joined Baron&nbsp;Capital in 2015 as a research analyst and has 11 years of research experience. In 2020, he was named assistant portfolio manager of Baron Opportunity Fund.&nbsp;From 2014 to 2015, he worked at Hudson Bay Capital Management as a vice president on the direct investing desk. Ishay graduated with honors from Haifa University in Israel with a B.A. in Multidisciplinary Studies in 2011 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2014.

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Ishay Levin

Akhilesh&nbsp;joined Baron Capital in 2024 as a research analyst. He has 4 years of research experience. From 2020 to 2024, he worked at Bernstein Research as a senior research associate covering U.S. semiconductors and semi-cap equipment. From 2015 to 2019, he then held positions in multiple startups within the renewable energy and mobility sectors. From 2013 to 2015, he worked as a reservoir evaluation engineer at Schlumberger. Akhilesh graduated from Indian Institute of Technology with a B.Tech. in Electrical Engineering in 2013 and from The Wharton School with a M.B.A. in 2021.

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Akhilesh Kumawat

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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

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

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Randolph Gwirtzman

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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The Next Investment Frontier: SpaceX and the Aerospace Revolution

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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Laird Bieger

David Goldsmith

Cliff Greenberg

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

2022 Conference Replay – Investment Team Session 2

2022 Conference Replay – Investment Team Session 1

Conference Photo - Michael Kass and Anuj Aggarwal

2022 Conference Replay – Meet the CEO – Ajei Gopal

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Ajei Gopal

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2022 Conference Replay - Meet the CEO - Ajei Gopal

DeepSeek Disillusion: Evaluating the Future of AI

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Baron Opportunity Fund

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