BROE - Baron Funds Q3 2023 Letter From Ron Baron

2024-02-25 09:00:00 ET

Summary

• Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing.
• We do not try to predict wars, interest rates, commodity prices, elections, stock market trends, or any other macro events that we believe cannot be predicted.
• Since their respective inceptions as mutual funds, 16 funds, representing 98.6% of Baron Funds’ AUM, have outperformed their benchmarks and 14 funds, representing 96.6% of Baron Funds’ AUM, rank in the top 20% of their respective Morningstar categories.

OWN IT!!!!

On November 10, 2023, more than 5,000 Baron Funds' shareholders and institutional clients of Baron Capital, our family-owned investment manager, attended the 30th Annual Baron Investment Conference (the Conference).

Since our first annual conference in 1992, the only years we did not hold such a gathering were during the two COVID years, 2020 and 2021. Again, as we have for the past 20 years, Baron Capital held the 2023 Conference at New York City's Lincoln Center. As attendance at our annual event has increased, Baron has steadily expanded our conference venue. From just one building in 2004, to all five buildings on the Lincoln Center campus last year. The Annual Baron Conference is now anchored at the largest of these buildings, the Metropolitan Opera House....

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