About
Barron’s senior writer Lauren Foster talks with Mike Lippert, portfolio manager of the Baron Opportunity Fund, about investing in secular growth themes, including artificial intelligence, semiconductors, and electric vehicles.

Presenters
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Lauren Foster
Senior Writer, Barron's
Lauren Foster is a senior writer at Barron's covering investing topics and strategies, including sustainable investing. She previously wrote for CFA Institute's Enterprising Investor blog and hosted its Take 15 podcast, and worked as an editor and reporter at the Financial Times.
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Michael Lippert
Vice President, Portfolio Manager, Head of Technology Research, Baron Funds
Michael joined Baron 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 22 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.
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