Mutual Funds (Individuals)

Careers

Contact Us

Open/Manage Account

Regulatory Documents

FINRA Broker Check

Privacy Policy

Cookies

Terms & Conditions

About Baron Capital

Our Approach

Our People

Careers & Culture

News and Press

About

Institutions Home

Strategies

Performance

Insights & Webcasts

Institutions

Financial Professionals Home

ETFs

Mutual Funds

Daily Prices & Performance

Tax Center

Resources & Information

Financial Professionals

Individuals Home

Individuals

Non-U.S. Investor Home

UCITS

Global Strategies

Non-U.S. Investors

Conference

Webcasts

Events

Quarterly Letters

Login

Prices & Performance

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.

ai-deepseek-900x600-1112cb3.png

Managing Director<br/>Head of Technology Research, Portfolio Manager

Managing Director, Head of Technology Research, Portfolio Manager

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 26 years of research experience.

Head of Technology Research, Portfolio Manager

Michael Lippert, Thumbnail Image

Michael Lippert

Managing Director<br/>Assistant Portfolio Manager

Managing Director, Assistant Portfolio Manager

Ishay Levin is an Assistant Portfolio Manager and Research Analyst at Baron Capital, where he focuses on software, aerospace and defense, electrical equipment, and automotive companies.<strong>&nbsp;</strong>He joined the Firm in 2015 as a Research Analyst and has 12 years of research experience. Earlier in his career, he was a Vice President on the Direct Investing Desk at Hudson Bay Capital Management. Ishay earned his MBA from The Wharton School of the University of Pennsylvania and graduated with honors from Haifa University in Israel with a BA in Multidisciplinary Studies. Before his career in finance, he spent more than a decade as a pilot, living and working across three continents—Africa, Asia, and North America.

Assistant Portfolio Manager

Ishay Levin, Thumbnail Image

Ishay Levin

Research Analyst

Akhilesh Kumawat is a Research Analyst at Baron Capital focused on the AI ecosystem, including AI models, cloud infrastructure, semiconductors, hardware, networking infrastructure, and quantum computing. He joined the Firm in 2024 and has 5 years of research experience. Previously, he was a Senior Research Associate at Bernstein Research, where he covered U.S. semiconductors and semi-cap equipment. Earlier in his career, he held various roles at startups in the renewable energy and mobility industries and worked as a Reservoir Evaluation Engineer at Schlumberger.

2024-akhilesh-kumawat-thumbnail-image.jpg

Akhilesh Kumawat

Read privacy policy

Redirect

Subscribe for Updates

Subscribe

News

News - 2026 Ron Baron on CNBC, SpaceX

BC Logo

bc-logo.png

Ron Baron

News - Ron Baron on CNBC Squawk Box, May 12, 2026 (U.S)

News - Bloomberg ETF IQ Featuring Michael Baron - 4.20.2026

Michael Baron, Thumbnail Image

Michael Baron

News - Michael Baron Joins Bloomberg ETF IQ to Discuss Baron Capital’s ETF Launch and SpaceX Investment

News - Just for Funds - Baron Financials ETF

Josh Saltman, Thumbnail Image

Josh Saltman

News - Baron Financials ETF: A Growth Approach to the Financial Sector

News - Just for Funds - Baron Technology ETF

2025-michael-lippert-and-ashim-mehra

Ashim Mehra

News - Baron Technology ETF: A Differentiated Approach Beyond Broad-Market Tech

Portfolio Manager Insight Series

Active ETF Webinar Series - Baron First Principles ETF (RONB)

baron-placeholder.png

David Baron

Webcast | Active ETF Webinar Series | Baron First Principles ETF (RONB)

News - Randy Gwirtzman Highlights Attractive Small and Mid-Cap Stocks Amid Tech Turbulence

Randy Gwirtzman, Thumbnail Image

Randolph Gwirtzman

News - Randy Gwirtzman Highlights Attractive Small- and Mid-Cap Stocks Amid Tech Turbulence

News - Inside RONB: Michael Baron on NYSE’s What’s the Fund

Active ETF Webinar Series - Baron Global Durable Advantage ETF

Alex Umansky

Guy Tartakovsky

Webcast | Active ETF Webinar Series | Baron Global Durable Advantage ETF (BCGD)

Active ETF Webinar Series - Baron Technology ETF

Webcast | Active ETF Webinar Series | Baron Technology ETF (BCTK)

News - Bull of Wall Street Podcast Featuring Ron Baron and Michael Baron

2024 Conference - Ron Baron on CNBC

News - Ron Baron and Michael Baron on Bull of Wall Street Podcast - December 10, 2025

Active ETF Webinar Series - Baron Smid Cap ETF

Laird Bieger

Webcast | Active ETF Webinar Series | Baron SMID Cap ETF (BCSM)

Active ETF Webinar Series - Baron Financials ETF

Webcast | Active ETF Webinar Series | Baron Financials ETF (BCFN)

NYSE Live Interview

2023-ron-baron-and-michael-baron.jpg

Michael Baron and Ron Baron Join NYSE Live to Discuss Baron Active ETFs

CNBC's Halftime Report

baron-capital-active-etf-launch.png

2025 Conference - Ron on CNBC

webpage-thumbnail-cnbc.png

2025 Conference Replay - CNBC Squawk Box

2025 Conference - Expansion with Purpose, Michael Baron

thumbnail-michael-baron-expansion.png

2025 Conference Replay - Expansion with Purpose

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

webpage-thumbnail-inside-search-growth-tech-em.png

Michael Kass

Anuj Aggarwal

Adam Sabban

adam-sabban-headshot.png

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

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

webpage-thumbnail-inside-search-growth-smallcap.png

Jeffrey Kolitch

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

2025 Conference - Ron Baron Keynote

conference-ron-baron-thumbnail.png

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

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

webpage-thumbnail-session5.png

Andrew Peck

Neal Rosenberg

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

webpage-thumbnail-session4-1.png

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

webpage-thumbnail-session3.png

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

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

webpage-thumbnail-session2.png

David Goldsmith

Cliff Greenberg

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

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

webpage-thumbnail-session1.png

Neal Kaufman

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

2025 Conference - Ron and Elon

ronelon-psd-image1-600x400-bf06395.jpg

Elon Musk

elon-musk-headshot.png

2025 Conference Replay - Afternoon – Ron and Elon

2025 Conference - Meet the CEOs: Finkelstein

thumbnail-harley-finkelstein-2.png

Harley Finkelstein

harley-finkelstein-headshot.png

2025 Conference Replay - Meet the CEO –  Finkelstein

2025 Conference - Meet the CEOs: Hoffmann

thumbnail-martin-hoffmann-1.png

Martin Hoffmann

martin-hoffmann-headshot.png

2025 Conference Replay - Meet the CEO – Hoffmann

2025 Conference - Meet the CEOs: Hall

thumbnail-eugene-hall-1.png

Eugene Hall

eugene-hall-headshot.png

2025 Conference Replay - Meet the CEO – Hall

2025 Conference - Meet the CEOs: Mansueto

thumbnail-joe-mansueto.png

Joe Mansueto

joe-mansueto-headshot.png

2025 Conference Replay - Meet the CEO – Mansueto

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

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

Video - Baron Growth Fund Outperforms Over the Long-Term

Neal Rosenberg, Thumbnail Image

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

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.

bandra-worli-sea-link-mumbai-india.png

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

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.

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund