From “The Internet’s Final Frontier” powered by Starlink to data centers in space powered by the sun, Baron Capital CEO
@RonBaronAnalyst
shares his investment thoughts on space and SpaceX in the 2Q 2024 Letter from Ron.
Plus, find out the theme for this year’s Annual Baron
The vast majority of Baron Partners Fund®'s underperformance this quarter stemmed from the Fund’s 10-year investment in $TSLA. When describing their outlook for the company, portfolio managers Michael Baron and
@RonBaronAnalyst
write: "In previous instances when
#Tesla
shares
Here's what
@RonBaronAnalyst
sees as top contributors to fuel Tesla's growth: increased production, software licensing, Model 2, and Dojo supercomputer to name a few.
Disclosures: Portfolio holdings are subject to change. Current and future portfolio holdings are subject to
Baron Capital CEO Ron Baron will interview a surprise guest CEO tomorrow at
#BaronConference2022
. Some might say our surprise guest is one of the greatest entrepreneurs in the world. Can you guess who it is?
What is
#Dojo
?
Baron Capital CEO
@RonBaronAnalyst
discusses the potential impact of Tesla’s competitive data advantage along with the Dojo supercomputer to further the goal of self-driving cars.
Disclosures: Portfolio holdings are subject to change. Current and future
We are honored to have
@elonmusk
join our CEO Ron Baron as the surprise CEO guest at today's
#BaronConference22
. Don't miss this interview. Join the livestream
#BaronCapital
CEO Supports Elon Musk’s 2018 Compensation Contract
This week on
@CNBC
SquawkBox,
@RonBaronAnalyst
expressed his support for Elon Musk’s compensation package: “He earned it, he deserves it, and he should be paid it.”
Watch here for the full interview:
Find out which company Baron Capital CEO
@RonBaronAnalyst
calls the “railroad to space” and is also a top holding in multiple Baron Capital mutual funds.
Disclosures: Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
OWN IT!!!! Baron Capital CEO
@RonBaronAnalyst
discusses the theme of our 2023 investment conference in his latest quarterly letter and highlights top portfolio holdings that exemplify our investment strategy of owning exceptionally well-managed, competitively advantaged growth
On Tuesday, June 9 at 7:30am, Baron Capital CEO Ron Baron will appear on CNBC’s “Squawk Box” to discuss his outlook on the markets and the U.S. economy.
Watch Ron Baron’s recent interview on CNBC Squawk Box where he discusses investing in Tesla, electric vehicle affordability, market growth over the next 50 years, and other holdings in the portfolio.
Disclosures:
Investors should consider the investment objectives, risks, and
On Tuesday, February 4th at 7:00am EST, Baron Capital CEO and Chief Investment Officer Ron Baron will appear on CNBC's "Squawk Box" to discuss his outlook on stocks and the U.S. economy. Tune in to CNBC to watch the live segment.
Portfolio manager David Baron tells Bloomberg that he believes
#Tesla
’s outlook for slower growth this year is a near-term dip before another strong rally.
Portfolio holdings as a percentage of net assets as of December 31, 2023 for securities mentioned
Welcome to the 30th Annual Baron Investment Conference.
#BaronConference23
The theme of this year's Conference is OWN IT!
In a world focused on short-term results and news, most people overlook the power of acquiring and holding valuable assets. Our 2023 Conference is designed
In a February 7, 2023 appearance on
@SquawkCNBC
, Baron Capital CEO
@RonBaronAnalyst
talks about how he invests for the long term in a volatile market.
Watch the interview ->
Watch Baron Capital CEO
@RonBaronAnalyst
’s full interview on CNBC Squawk Box discussing the growth outlook for Tesla, the latest Elon Musk biography by Walter Isaacson, and other Fund holdings including SpaceX, , and MSCI.
Disclosures: Portfolio holdings
Thank you to our shareholders, financial professional clients, and other esteemed guests for joining us at
#BaronConference23
. We look forward to seeing you again next year!
A replay of today's conference sessions will be available in the weeks ahead on our website
Thank you to Baron Funds shareholders, financial professional clients of Baron Capital, and other esteemed guests for joining us at
#BaronConference22
. We look forward to seeing you again next year!
.
@RonBaronAnalyst
and David Baron, co-portfolio managers of Baron Focused Growth Fund®, explain how strong economic growth, slower-than-expected interest rate cuts, and other macro factors impacted their Fund's performance in their most recent quarterly letter.
#BaronCapital
CEO
@RonBaronAnalyst
will speak at the
@BarronsAdvisor
100 Summit today in a session titled "Investing Amidst Entropy - How to Invest in a World Defined by Flux". Attendees can join the session at 9:20 a.m. MST in the Grand Ballroom.
We are excited to welcome shareholders, financial professional clients, and esteemed guests to the 29th Annual Baron Investment Conference. It's good to see you again!
#baronconference22
The theme of our 2023 Conference was OWN IT! In a world focused on short-term results and news, most people overlook the power of acquiring and holding valuable assets.
Watch Baron Capital CEO
@RonBaronAnalyst
's keynote speech at
#BaronConference23
as he encourages attendees to
Ron Baron talks about his early days of investing, investment principles for long-term growth, and Tesla’s growth potential. Ron, who is founder and CEO of Baron Capital. To read more, please click on the link.
Watch the Keynote Speech from our CEO Ron Baron at the 29th Annual Baron Investment Conference and find out why the theme of
#BaronConference22
was 𝗔𝗻𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝘀 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲!
Watch now:
#BaronConference23
keynote address with Baron Capital Founder, CEO, and Portfolio Manager Ron Baron starts now. Watch it live at
A message from Ron regarding this year's Conference theme:
OWN IT! is a philosophy that permeates every aspect of our
Baron Capital’s Approach to High-Conviction Investing
“Conviction-based investing is at the core of Baron Capital’s portfolio construction and management processes. Our strongest skill is our ability to thoroughly research and understand the inner workings of a business,
In a February 7 appearance on CNBC, CEO
@RonBaronAnalyst
discusses long-term investing in competitively advantaged businesses led by amazing people.
Watch the full video to learn more about
#BaronCapital
’s investment philosophy
Just two securities were responsible for Baron Growth Fund®'s relative underperformance. However, that does not mean that portfolio managers Neal Rosenberg and
@RonBaronAnalyst
will change course.
In their most recent quarterly letter, they write, " [n]either [security] meets
Meet the CEO Sessions at
#BaronConference23
starts now.
Our first guest CEO is Michael Kehoe, Chief Executive Officer and President of Kinsale Capital Group, a specialty insurance company focused exclusively on the excess and surplus lines market in the United States. $KNSL
We are honored to have won a Gold
@museaward
for our 30th Annual Baron Investment Conference last November. The awards recognize excellence in creativity and originality across creative design, advertising, and digital media, and we are thrilled that our team's hard work and
Baron Partners Fund is the only mutual fund to beat the $QQQ ETF over 5, 10, and 15 years.
Listen to the recent
@bbgintelligence
podcast starting at the 6:50 timestamp as they discuss how active management outperformed passive investing.
Disclosures:
"We're not looking for doubles. We're looking for five-baggers, ten-baggers." Alex Umansky, portfolio manager of Baron Fifth Avenue Growth Fund, spoke with
@BusinessInsider
and shared what qualities he searches for in stocks.
"We don't just own high-tech, high-growth names." Portfolio managers Michael Baron and Ron Baron share some of the active management strategies behind beating indexes in the age of Big Tech.
We are thrilled to announce that Rachel Stern has joined Baron Capital as our new Chief Operating Officer. Rachel brings an extensive background in operational excellence stemming from her 23 years at FactSet, first as general counsel and most recently, executive vice president,
In a recent edition of Baron Insights, portfolio manager Ashim Mehra and research associate Simone Liao take a deep dive into Generative Artificial Intelligence to discuss the following topics:
🔹Defining General Artificial Intelligence (GenAI)
🔹Where AI Agents (Assistants) Fit
Baron Capital is an expert in long-term growth investing and has a broad record of success. Our hard efforts over the years have helped us build a reputation as the go-to long only growth equity manager that provides exceptional service to our clients.
While investment research
For 40 years, we have built our business on the quality of our research and long-term investing. Watch this video from our investment team for more insight on our investment philosophy, and what sets
#BaronCapital
apart.
"Overall, our long-term outlook for Health Care remains bullish. Innovation in the sector and the themes in which we have been investing are very much intact," says Baron Health Care Fund® portfolio manager Neal Kaufman. Read his first quarter letter to understand which
When we say we invest for the long-term, we really mean it. At
#BaronConference23
, Ron Baron shared how an initial investment in 1969 has resulted in one of our longest held investments –
@ChoiceHotels
.
Disclosures: Portfolio holdings are subject to change. Current and future
Don't miss a message from Baron Capital President and COO Linda Martinson as we celebrate Baron Capital's 40th anniversary, followed by the keynote address from CEO Ron Baron. Watch the livestream now:
Baron Capital CEO Ron Baron talked about Tesla’s recent investment in bitcoin, saying that although he wasn't surprised, he wanted to explore the decision-making process further before reaching a judgment on the purchase.
Learn about long-term investing the Baron Capital way with Co-CIOs Cliff Greenberg and Andrew Peck and Director of Research Amy Chasen, followed by a keynote speech from Co-Founder, President, and COO Linda Martinson.
#BaronConference23
Generative AI's Future Frontliners in Large-Scale Consumer Applications
Imagine a world where your AI assistant not only helps you order groceries but also drafts emails, plans vacations, and even creates content tailored just for you. For example, ChatGPT helped create this
#BaronCapital
CEO and Portfolio Manager Ron Baron will join Portfolio Managers Neal Rosenberg and Michael Baron on April 25 at 2 p.m. ET as they review Baron Growth Fund, Baron Small Cap Growth Strategy, and Baron Wealthbuilder Fund for Q1 2023. Register now
The Wall Street Journal highlights Alex Umansky, portfolio manager of Baron Durable Advantage Fund, as one of the best stock-fund managers of the past year.
Join
#BaronCapital
CEO and Portfolio Manager
@RonBaronAnalyst
and Portfolio Managers Michael Baron and David Baron's webinar on February 2 at 4:15 p.m. ET as they discuss their thoughts on the market and their Funds and Strategy. Register here:
We're here, and we are proud to be attending
@barronsadvisor
Women Summit celebrating the growing number of women in the financial advisor industry dedicated to helping provide financial stability for so many individuals. Come say hi at booth
#2
and pick up a Baron Capital
Mike Lippert, who is the portfolio manager of Baron Opportunity Fund and Head of Technology Research, will be interviewed on CNBC’s, “The Exchange” at 1pm ET on Friday, March 26.
Meet the Baron Capital Investment Team sessions start at 8:00 a.m. ET. This is your opportunity to hear directly from Baron Capital's investment professionals about their investment ideas and the Funds they manage.
#BaronConference23
“This Billionaire Investor Thinks Elon Musk will be a ‘Trillion Dollar Man,’” Forbes profiled Baron Capital founder and CEO Ron Baron, including investment recommendations from Ron and his two sons, David, and Michael Baron.
In an opinion piece on
@CNBC
, CEO Ron Baron takes readers through his investment philosophy. “Our goal,” Ron says, “is to double our money about every five or six years.” Read more here:
A golden moment for Baron Capital, winner of the 2024 Hermes Awards Gold in the Strategic Campaign category for the 30th Annual Investment Conference. Congratulations on your prestigious recognition!
#HermesAwards
#MomentsThatMovePeople
#UnlimitYourIdeas
We’re happy to announce that our annual conference is back! After a two-year hiatus, the 2022 Baron Investment Conference will be on November 4th, 2022, at Lincoln Center in New York City.
#BaronCapital
#BaronConference
#SaveTheDate
Baron Capital Portfolio Manager David Baron says today’s market is a good buying opportunity and shares five key lessons that he believes may help investors improve their returns in
@MarketWatch
’s September 28, 2022 opinion piece. Learn more:
#BaronCapital
Baron Capital CEO Ron Baron discusses why he believes the current uncertainty in the markets actually plays to the strengths of the firm’s investment philosophy.
Over 5,000 shareholders, financial professional clients, and esteemed guests joined us at
#BaronConference22
. Watch session recordings from Ron Baron, the Baron Capital investment team, Elon Musk, and more!
Watch Now:
Join
#BaronCapital
CEO and Portfolio Manager
@RonBaronAnalyst
and Portfolio Managers Michael Baron and David Baron's webinar on April 28 at 11:00 a.m. ET as they discuss their thoughts on the market and their Funds and Strategy. Register here:
Since ChatGPT came out in late November, we’ve spent an enormous amount of research hours trying to understand the layers of the
#AI
computing stack, and where the value lies.
Portfolio Michael Lippert of the Baron Opportunity Fund walks through those layers in this segment
Barron’s sat down with Ron Baron to get his thoughts on investing in growth companies. Ron, who is founder and CEO of Baron Capital, manages Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, and Baron WealthBuilder Fund.
Baron Capital CEO
@RonBaronAnalyst
and portfolio manager Michael Baron explain how Baron Wealthbuilder Fund®'s short- and long-term performance exemplify the strength of the Baron Capital investment philosophy:
Advisors! Baron Capital will be at the upcoming Barron’s Advisor Women Summit on November 29 through December 1 in Palm Beach, FL.
#BAWomen
Stop by booth
#2
to meet our team and grab a Baron Capital t-shirt.
The
#BaronCapital
Portfolio Manager Insight Series returns April 18.
This is your opportunity to hear the thoughts of our portfolio managers on the current market and their investment outlook. View the schedule and register here:
Two stocks on Baron Capital Head of Technology Research Mike Lippert's radar that you may not have heard of yet:
@CoStarGroup
and
@Guidewire_PandC
.
Learn why they have the potential for "faster for longer" growth in his recent interview with Barron's: