In a world focused on short-term results and news, most people overlook the power of acquiring and holding valuable assets. Our 2023 Conference was designed to challenge this thinking and inspire attendees to adopt a mindset that emphasizes the long-term benefits of Ownership.

Watch Ron Baron's keynote speech at the 30th Annual Baron Investment Conference as he dives into the theme of this year's Conference which permeates every aspect of our business.

▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Welcome and Introduction
1:41 – OWN IT! …Long-Term Investing in a Short-Term World
10:24 – HONE IT! …Our Secret Sauce
16:51 – CORNER-STONE IT! …Cornerstone Investments
19:13 – Tesla Revolutionizing Transportation
22:22 – SpaceX and Generational Investment
26:26 – Baron Capital’s Mission


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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 1-800-99BARON or visiting www.BaronFunds.com. Please read them carefully before investing.

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

There is no guarantee that the goals or objectives discussed will be met.

The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this presentation reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.

Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Tesla, Inc. - Baron Fifth Avenue Growth Fund (5.3%), Baron Focused Growth Fund (13.4%), Baron Global Advantage Fund (4.7%), Baron Opportunity Fund (6.5%), Baron Partners Fund (41.0%*), Baron Technology Fund (6.3%); Space Exploration Technologies Corporation - Baron Asset Fund (2.0%), Baron Opportunity Fund (2.4%), Baron Partners Fund (8.1%*), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (7.7%), Baron Global Advantage Fund (3.6%)

*% 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).

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