31st Annual Baron Investment Conference Draws Over 5,000 Shareholders and Clients

Rhea-AI Summary

Baron Capital hosted its 31st Annual Baron Investment Conference at the Metropolitan Opera House, attracting over 5,000 shareholders and clients. The event featured presentations from CEOs of key portfolio companies, including MSCI, Verisk Analytics, Red Rock Resorts, and SpaceX. The conference theme was 'building legacy,' focusing on investments that enable middle-class Americans to participate in the country's growth. The event included entertainment performances by Michael Bublé, Carrie Underwood, and others, plus Tesla Model S vehicles as door prizes and displays of Tesla's Optimus robot.

NEW YORK--(BUSINESS WIRE)-- Baron Capital held its 31^st Annual Baron Investment Conference today at the Metropolitan Opera House at Lincoln Center in New York City. Over 5,000 financial professional clients and shareholders of the 19 Baron Funds attended the conference.

The conference featured presentations by several CEOs of long-time holdings of Baron Funds; updates on the markets and the funds by Baron Capital portfolio managers; a keynote address by Ron Baron, the Chairman, CEO, and Founder of Baron Capital; and a Q&A session with Ron and other senior executives of the Firm.

"Our theme for the 31^st Annual Baron Investment Conference is ‘building legacy,’” said Ron. “When I founded this Firm in 1982, I did so with the idea of building legacy, giving middle class Americans the opportunity to participate in this country’s growth through investments for their families. We also invest in companies whose leaders are building a legacy of their own such as the exceptional, talented, and visionary executives who spoke at our conference today."

This year’s conference featured presentations by:

• Henry A. Fernandez, Chairman and Chief Executive Officer of MSCI, Inc. (NYSE: MSCI)
• Lee M. Shavel, President and Chief Executive Officer of Verisk Analytics, Inc. (NASDAQ: VRSK)
• Frank J. Fertitta III, Chief Executive Officer, and Lorenzo J. Fertitta, Vice Chairman of the Board of Red Rock Resorts, Inc. (NASDAQ: RRR)
• Gwynne Shotwell, President and Chief Operating Officer of Space Exploration Technologies Corp. (SpaceX).

The day also included a number of live performances by renowned entertainers, three Tesla Model S electric vehicles as door prizes, and displays featuring Tesla’s Optimus humanoid robot.

Baron Capital provides, at its own expense, entertainment in appreciation of the support of its clients and shareholders. Closing out the conference, this year's surprise performer was Michael Bublé, in addition to lunchtime performances by Carrie Underwood, the cast of “Suffs the Musical,” and Cynthia Erivo.

About Baron Capital

Baron Capital is a premier asset management firm focused on delivering growth equity investment solutions to institutions, financial professionals, and retail investors. Founded in 1982, we started managing assets in 1983 and have approximately $42.1 billion in assets under management as of October 31, 2024.

We offer 19 strategies, available as no-load mutual funds, separate accounts, sub-advisory services, collective investment trusts, and UCITs and other offshore vehicles. Our mutual funds include: Baron Asset Fund ^® (BARAX, BARIX), Baron Growth Fund ^® (BGRFX, BGRIX), Baron Small Cap Fund ^® (BSCFX, BSFIX), Baron Opportunity Fund ^® (BIOPX, BIOIX), Baron Fifth Avenue Growth Fund ^® (BFTHX, BFTIX), Baron Partners Fund ^® (BPTRX, BPTIX), Baron Focused Growth Fund ^® (BFGFX, BFGIX), Baron Discovery Fund ^® (BDFFX, BDFIX), Baron International Growth Fund ^® (BIGFX, BINIX), Baron Emerging Markets Fund ^® (BEXFX, BEXIX), Baron Global Advantage Fund ^® (BGAFX, BGAIX), Baron Real Estate Fund ^® (BREFX, BREIX), Baron Health Care Fund ^® (BHCFX, BHCHX), Baron Real Estate Income Fund ^® (BRIFX, BRIIX), Baron WealthBuilder Fund ^® (BWBFX, BWBIX), Baron Durable Advantage Fund ^® (BDAFX, BDAIX), Baron India Fund ^® (BINRX, BINDX), Baron FinTech Fund ^® (BFINX, BFIIX), and Baron Technology Fund ^® (BTEEX, BTECX). More information about Baron Funds is available by calling 1-800-99-BARON or by visiting www.baroncapitalgroup.com.

Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting baroncapitalgroup.com. Please read them carefully before investing.

Risk: All investments are subject to risk and may lose value.

Portfolio holdings as a percentage of net assets as of September 30, 2024 for securities mentioned are as follows: MSCI Inc. - Baron Asset Fund (0.6%), Baron Durable Advantage Fund (2.2%), Baron FinTech Fund (2.8%), Baron Focused Growth Fund (3.2%), Baron Growth Fund (10.7%), Baron Partners Fund (2.0%*); Verisk Analytics, Inc. - Baron Asset Fund (5.2%), Baron FinTech Fund (2.5%), Baron Focused Growth Fund (2.6%); Red Rock Resorts, Inc. - Baron Discovery Fund (1.4%), Baron Focused Growth Fund (3.6%), Baron Growth Fund (1.4%), Baron Partners Fund (1.4%*), Baron Real Estate Fund (1.5%), Baron Small Cap Fund (3.6%); Space Exploration Technologies Corporation - Baron Asset Fund (2.8%), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (8.8%), Baron Global Advantage Fund (6.5%), Baron Opportunity Fund (2.7%), Baron Partners Fund (11.1%*).

*% of Long Positions.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

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).

View source version on businesswire.com: https://www.businesswire.com/news/home/20241115313063/en/

Tyler Bradford

Hewes Communications

tyler@hewescomm.com

212-207-9454

Source: Baron Capital

FAQ

Who presented at the 2023 Baron Investment Conference from MSCI?

Henry A. Fernandez, Chairman and Chief Executive Officer of MSCI, presented at the 2023 Baron Investment Conference.

How many people attended the 31st Annual Baron Investment Conference?

Over 5,000 financial professional clients and shareholders of the 19 Baron Funds attended the conference.

What was the theme of the 31st Annual Baron Investment Conference?

The theme was 'building legacy,' focusing on giving middle-class Americans the opportunity to participate in the country's growth through investments.

Where was the 31st Annual Baron Investment Conference held?

The conference was held at the Metropolitan Opera House at Lincoln Center in New York City.