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Search resuls for: "Baron Opportunity Fund"


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Baron Opportunity Fund has soared 45% this year, blowing its tech peers out of the water. The opportunity fund (BIOPX), with $1 billion assets under management, has notched a 10-year total return of about 15% on an annualized basis, according to Morningstar. Lippert said he owns about 40 names in the portfolio, including this year's big AI winner Nvidia . Another megacap name that Lippert owns to capitalize on the AI boom is Microsoft . "Everyone wants to talk about the big names, but we play this in a portfolio way," Lippert said.
Persons: Opportunity, Michael Lippert, we're, Lippert, Morningstar Organizations: Nvidia, Microsoft, AMD, Marvell Locations: ChatGPT
Mike Lippert's Baron Opportunity Fund has beaten 92% of peers over the last decade. In the AI space, Lippert said he's bullish on Microsoft, Nvidia, and Amazon going forward. So he leaned into positions where he saw the most opportunity over the long term, especially Microsoft and Nvidia. But success is nothing new for Lippert and the Baron Opportunity Fund. AI stocks Lippert is betting onDespite their big returns so far this year, Lippert continues to like Microsoft (MSFT) and Nvidia (NVDA) over the next three-to-five-year period.
Persons: Mike Lippert's, Lippert, he's, Mike Lippert, , we've, it's, We've, OpenAI Organizations: Fund, Microsoft, Nvidia, Baron Opportunity Fund, NVIDIA, Lippert, Google
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