The 27th Annual Baron Investment Conference drew over 5,000 Baron Funds'
shareholders today at the Metropolitan Opera House at Lincoln Center in
New York City.
Shareholders of the 17 Baron Funds were invited to the all-day
conference, which included presentations from four CEOs of businesses in
which the funds have invested (see below) and concurrent Q&A sessions
Baron Funds' portfolio managers.
The afternoon session kicked off with a panel discussion by Baron Funds'
portfolio managers, and was followed by remarks from Baron Capital Group
President Linda Martinson. Baron Capital Group Chairman and CEO Ron
Baron the gave a presentation, followed by a Q&A with conference
Baron Capital Group, at its own expense, presents the event to Baron
Funds shareholders in recognition for their support of the Baron
investment team and process, and provides entertainment in appreciation.
This year's surprise performer was Billy Crystal, following performances
earlier in the day by the legendary Mel Brooks, as well as 'Women of
Comedy': Tina Fey, Amy Poehler, Kate McKinnon and Men of Comedy: Seth
Meyers, Michael Che, Keenan Thompson, Darrell Hammond.
"At Baron, we exhaustively research the companies we invest in for long
term growth--and we mean long term: we've held some of our investments
for 25-30 years. We want Baron fund investors to better understand the
funds they're investing in," said Mr. Baron. "For 27 years Baron Funds
shareholders have attended this conference to hear directly from Baron
fund managers and CEOs of the companies in which we invest, so our
shareholders can get a taste of what we do. We're delighted to treat
shareholders to first-class entertainment, but for me, interacting with
Baron funds' shareholders is the real highlight. We look forward to
seeing everyone back next year for the 28th annual conference."
Presenting at the conference this year were:
Chip Paucek, CEO and Co-Founder, 2U, Inc.
Matthew J. Desch, CEO and Director, Iridium Communications Inc.
Patrick Pacious, President and CEO, Choice Hotels International, Inc.
Ken Moelis, Chairman & Chief Executive Officer, Moelis & Company
The Baron Funds' investment team includes Ron Baron, portfolio manager
of Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund,
and Baron Wealth Builder Fund; Cliff Greenberg, portfolio manager of
Baron Small Cap Fund; Alex Umansky, portfolio manager of Baron Fifth
Avenue Growth Fund, Baron Global Advantage Fund, and Baron Durable
Advantage Fund; Mike Lippert, portfolio manager of Baron Opportunity
Fund; Andrew Peck, portfolio manager of Baron Asset Fund; Michael Kass,
portfolio manager of Baron International Growth Fund and Baron Emerging
Markets Fund; Jeff Kolitch, portfolio manager of Baron Real Estate Fund
and Baron Real Estate Income Fund, James Stone, portfolio manager of
Baron Energy and Resources Fund, Laird Bieger and Randy Gwirtzman,
portfolio managers of Baron Discovery Fund, Neal Kaufman, portfolio
manager of Baron Health Care Fund, . Linda Martinson is a 30-year Baron
veteran and serves as the firm's president.
About Baron Funds and Baron Capital Group
Baron Funds include 17 no-load mutual funds: 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 Energy and Resources Fund (BENFX;
BENIX), Baron Health Care Fund (BHCFX, BHCHX), Baron Real Estate Income
Fund (BRIFX, BRIIX), Baron Wealth Builder Fund (BWBFX, BWBIX), and Baron
Durable Advantage Fund (BDAFX, BDAIX). More information about Baron
Funds is available by calling (800) 99-BARON or by visiting www.baronfunds.com.
The advisor to Baron Funds is BAMCO, Inc., a unit of Baron Capital Group.
Investors should consider the investment objectives, risk, and charges
and expenses of the investment carefully before investing. Baron Funds
are described in prospectuses that contain this and other information
about the Funds. You should carefully read the prospectus before
investing. You can read, print, or download a prospectus at www.BaronFunds.com.
Or call 800-99 -BARON to receive a prospectus in the mail. Baron
Capital, Inc. is the distributor of the Baron Funds.
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