Attractive SMID Cap Stocks Amid Tech Turbulence скачать в хорошем качестве

Attractive SMID Cap Stocks Amid Tech Turbulence

Baron Capital portfolio manager Randy Gwirtzman joined TheStreet to discuss market dynamics amid recent tech-sector turbulence, including the potential rotation out of mega-cap tech stocks and into small- and mid-caps. In the conversation, he explains how the AI boom is generating clear winners and losers within technology and emphasizes that disciplined, fundamental stock-picking can help identify opportunities during the ongoing market shakeout. Sectors and companies he highlighted as particularly attractive include semiconductors and optical networking (Coherent Corp.), observability software (Datadog, Inc. and Dynatrace, Inc.), public safety technology (Axon Enterprise, Inc.), and healthcare/biologics (Tempus AI, Inc., Repligen Corporation, and Stevanato Group S.p.A). ------------------ Disclosures: Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and summary prospectus contain this and other information about the Fund and can be obtained from the Fund's distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting BaronCapitalGroup.com. Please read them carefully before investing. Risks: Securities issued by small and medium-sized companies may be thinly traded and may be more difficult to sell during market downturns. The risk of investing in special situations is that the anticipated development does not occur or its impact is not what the Adviser expected. Portfolio holdings as a percentage of net assets as of December 31, 2025 for securities mentioned are as follows: Coherent Corp. - Baron Technology ETF (3.3%), Baron SMID Cap ETF (2.9%); Datadog, Inc. - Baron Fifth Avenue Growth Fund (2.9%), Baron Global Opportunity Fund (2.3%), Baron Opportunity Fund (0.9%), Baron Technology ETF (1.0%); Dynatrace, Inc. - Baron Discovery Fund (2.5%), Baron SMID Cap ETF (2.4%); Axon Enterprise, Inc. - Baron Asset Fund (0.9%), Baron Opportunity Fund (1.0%), Baron Technology ETF (2.7%), Baron SMID Cap ETF (1.0%); Tempus AI, Inc. - Baron Discovery Fund (0.9%), Baron SMID Cap ETF (0.8%); Repligen Corporation - Baron Asset Fund (0.6%), Baron Discovery Fund (2.4%), Baron Health Care Fund (1.0%), Baron SMID Cap ETF (2.3%); Stevanato Group S.p.A. - Baron Discovery Fund (1.4%), Baron International Growth Fund (0.7%), Baron SMID Cap ETF (1.7%), . Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement and should not serve as a primary basis for investment decisions. The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in the video reflect those of the respective writer. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them. BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).