Friday, November 10, 2023
Lincoln Center, New York

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.

Throughout the Conference, CEOs of highly successful companies, thought leaders, and Baron Capital investment professionals and executives shared their insights on various aspects of strategic ownership.

Watch the session recordings to explore the diverse avenues through which ownership provides benefits.

A Look Back at 30 Years of the Baron Investment Conference

 

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 baronfunds.com. Please read them carefully before investing.

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

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: Kinsale Capital Group, Inc. - Baron Discovery Fund (4.9%), Baron FinTech Fund (2.1%), Baron Growth Fund (5.6%), Baron Small Cap Fund (4.7%); West Pharmaceutical Services, Inc. - Baron Asset Fund (2.9%), Growth Fund (2.4%), Baron Health Care Fund (2.2%); FactSet Research Systems Inc. - Baron Asset Fund (3.7%), Baron FinTech Fund (3.1%), Baron Focused Growth Fund (4.8%), Baron Growth Fund (7.0%), Baron Partners Fund (4.3%)*; CoStar Group, Inc. - Baron Asset Fund (4.3%), Baron FinTech Fund (1.5%), Baron Focused Growth Fund (4.3%), Baron Growth Fund (5.3%), Baron Partners Fund (7.6%)*, Baron Opportunity Fund (2.9%), Baron Real Estate Fund (4.4%), Baron Technology Fund (1.9%); 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%); FIGS, Inc. - Baron Growth Fund (0.7%), Baron Partners Fund (0.5%*), Baron Focused Growth Fund (3.0%); Choice Hotels International, Inc. - Baron Asset Fund (1.5%), Baron Growth Fund (4.9%), Baron Focused Growth Fund (2.4%). ; 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.