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Advisor Information for BTEEX

Fund Inception12/31/2021
Name of IssuerBaron Capital Group, Inc.
Fund Advisor(s)BAMCO Inc
Sub-Advisor(s)--

Fund Managers for BTEEX

Michael Lippert
Portfolio Manager since 12/31/2021
Michael 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. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.
Ashim Mehra
Portfolio Manager since 12/31/2021
Ashim joined Baron Capital in 2011 as a research analyst and was named portfolio manager of Baron Innovators Fund in 2018 and Baron Technology Fund in 2021. He has 26 years of research experience. From 2004 to 2011, he worked at Mazama Capital as a telecom, media, and technology portfolio manager. From 2002 to 2004, he worked at RBC as a senior equity research associate. From 1999 to 2002, he co-founded and worked at iExplore, an online travel company. From 1996 to 1999, he worked at PWC as a senior strategy consultant. Ashim graduated from Rutgers University with a B.S. in Industrial Engineering in 1992 and from New York University Stern School of Business with an M.B.A. in 1996.