Over 5,000 Baron Funds’ Shareholders Attend 27th Annual Baron Investment Conference

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 attendees.

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.

Tucker Hewes
Hewes Communications, Inc.
[email protected]