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

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

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.

Michael Lippert, Thumbnail Image

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.

Ishay Levin, Thumbnail Image

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.

2024-akhilesh-kumawat-thumbnail-image.jpg

Akhilesh Kumawat

Read privacy policy

Redirect

News

Neal Rosenberg, Thumbnail Image

Neal Rosenberg

Video - Baron Growth Fund Outperforms Over the Long Term

Video - An Optimistic Outlook for Baron Growth Fund

BC Logo

bc-logo.png

Jeffrey Kolitch

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

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

Michael Kass

Anuj Aggarwal

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

Video - Baron Real Estate Fund - 15 Year Anniversary

Randy Gwirtzman, Thumbnail Image

Randolph Gwirtzman

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

2024 Conference - Ron Baron on CNBC

Ron Baron

News - Ron Baron on CNBC Squawk Box - 3.11.2025

spacex-rocket-launch.jpg

The Next Investment Frontier: SpaceX and the Aerospace Revolution

thumbnail-large-cap-global.png

Ashim Mehra

Alex Umansky

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

thumbnail-small-cap-growth.png

Laird Bieger

David Goldsmith

Cliff Greenberg

2024 Conference Replay - Investment Team - Small-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

Conference Photo - Ron Baron on CNBC

2024 Conference Replay - CNBC

Conference Photo - Neal Kaufman

Neal Kaufman

Josh Saltman

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

2024 Conference - Investment Team, Joy He

Chingiz Gadimov

José Barria

Eitan Chemerinski

Joy He

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

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

Amy Chasen

2024 Conference Replay - Investment Approach

2024 Conference - Ron Baron Thumbnail Image

2024 Conference Replay - Ron Baron Keynote

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

David Baron

2024 Conference Replay - Next Generation of Leadership

gwynne-shotwell-thumbnail-16x9.jpg

Gwynne Shotwell

gwynne-shotwell-thumbnail

2024 Conference Replay - Meet the CEO – Gwynne Shotwell

2024 Conference - Fertitta

Frank J. Fertitta III

frank-fertitta-thumbnail

Lorenzo J. Fertitta

lorenzo-fertitta-thumbnail

2024 Conference Replay - Meet the CEO – Fertitta

thumbnail-lee-shavel.png

Lee M. Shavel

lee-shavel-headshot-cropped.png

2024 Conference Replay - Meet the CEO – Lee Shavel

thumbnail-henry-fernandez.png

Henry A. Fernandez

conference-henry-fernandez.png

2024 Conference Replay - Meet the CEO – Henry Fernandez

mumbai-india.png

India: The Rise of a New Asset Class

Neal Kaufman, Thumbnail Image

Neal Kaufman Discusses Health Care Equities on Barron’s Live

ron-baron-elon-musk-pay

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

baron-baron-cnbc.jpg

2022 Conference Replay - CNBC Squawk Box - Part 5

matthew-desch-ron-baron-cnbc.jpg

Matthew Desch

matthew-desch.jpg

2022 Conference Replay - CNBC Squawk Box - Part 4

kirsten-lynch-mark-hoplamazian-cnbc.jpg

Kirsten Lynch

kirsten-lynch.jpg

Mark Hoplamazian

mark-hoplamazian.jpg

2022 Conference Replay - CNBC Squawk Box - Part 3

baron-baron-cnbc-2.jpg

2022 Conference Replay - CNBC Squawk Box - Part 2

baron-baron-cnbc-1.jpg

2022 Conference Replay - CNBC Squawk Box - Part 1

2022 Conference Replay - Reflections – Investment Approach

2022 Conference Replay - Reflections – Baron Capital Work Culture

Conference Photo - Amy Chasen

2022 Conference Replay - Keynote – Amy Chasen

Conference Photo - Cliff Greenberg and Andrew Peck

2022 Conference Replay - Keynote – Cliff Greenberg and Andrew Peck

Conference Photo - Linda Martinson

2022 Conference Replay - Keynote – Linda Martinson

Conference Photo - Ron Baron Keynote

2022 Conference Replay - Keynote – Ron Baron

Conference Photo - Alex Umansky, Ashim Mehra

2022 Conference Replay – Investment Team Session 5

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

2022 Conference Replay – Investment Team Session 4

Conference Photo - Cliff Greenberg, Randy Gwirtzman and David Goldsmith

2022 Conference Replay – Investment Team Session 3

2022 Conference Replay – Investment Team Session 2

Conference Photo - Michael Kass and Anuj Aggarwal

2022 Conference Replay – Investment Team Session 1

ajei-gopal-ansys.jpg

Ajei Gopal

ajei gopal headshot

2022 Conference Replay - Meet the CEO - Ajei Gopal

joel-s-marcus.jpg

Joel S. Marcus

joel-marcus.jpg

2022 Conference Replay - Meet the CEO - Joel Marcus

kirsten-lynch-vail-resorts.jpg

2022 Conference Replay - Meet the CEO - Kirsten Lynch

elon-musk1.jpg

Elon Musk

elon-musk.jpg

2022 Conference Replay - Meet the CEO - Elon Musk

Beyond the big names

Artificial Intelligence, Electric Vehicles, Semiconductors, and Cloud Computing

News - Michael Lippert Discusses Growth Investing and Riding the AI Boom with WealthTrack

Ron Baron - Official Landscape

News - Ron Baron on CNBC Squawk Box - 6.23.2023

News - Ron Baron on CNBC Squawk Box - 9.13.2023

ron-cnbc-squawk-box.jpg

News - Ron Baron on CNBC Squawk Box - 4.25.2024

DeepSeek Disillusion: Evaluating the Future of AI

Featured Fund

Baron Opportunity Fund

Subscribe for updates