Baron Capital
Baron Capital
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Real Estate, FinTech, and Health Care | 31sts Annual Baron Investment Conference
Baron Capital’s sector fund portfolio managers cover the market and outlook for real estate, health care, and fintech. Jeff Kolitch explains why a broader approach to real estate investing is preferable in a dynamic landscape, while Neal Kaufman discusses innovation in health care, and Josh Saltman highlights how technology is transforming the financial industry.
▬ Contents of This Video ▬▬▬▬▬▬▬▬▬▬
0:00 - Introductions
1:25 - Dark Clouds Over Real Estate Are Lifting
3:53 - Baron Real Estate Strategy, An Active Approach
5:41 - Health Care Sector Outlook
6:38 - Investment Themes: Robotic Surgery, AI, Innovative Therapeutics
10:17 - FinTech Innovation and Areas of Investment
14:52 - RFK Jr. and Changes at the FDA?
17:07 - Baron Real Estate Fund Holdings
19:39 - Data Centers, AI, and Digital Infrastructure
22:33 - GLP-1’s
24:38 - Electronic Payments and Digitization
26:23 - Interest Rates and Real Estate
Disclosures:
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 BaronCapitalGroup.com. Please read them carefully before investing.
Risks: In addition to general market conditions, the value of the Baron Health Care Fund will be affected by investments in health care companies which are subject to a number of risks, including the adverse impact of legislative actions and government regulations. In addition to general market conditions, the value of the Real Estate Funds will be affected by the strength of the real estate markets as well as by interest rate fluctuations, credit risk, environmental issues and economic conditions. The Baron Real Estate Income Fund invests in debt securities which are affected by changes in prevailing interest rates and the perceived credit quality of the issuer. In addition to general market conditions, FinTech companies may be adversely impacted by government regulations, economic conditions and deterioration in credit markets. Companies in the Information Technology sector are subject to rapid changes in technology product cycles; rapid product obsolescence; government regulation; and increased competition, both domestically and internationally, including competition from foreign competitors with lower production costs. The IT services industry can be significantly affected by competitive pressures, such as technological developments, fixed-rate pricing, and the ability to attract and retain skilled employees, and the success of companies in the industry is subject to continued demand for IT services. The Funds invest in companies of all sizes, including small and medium sized companies whose securities may be thinly traded and more difficult to sell during market downturns.
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.
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).
Переглядів: 130

Відео

Small-Cap Growth | 31st Annual Baron Investment Conference
Переглядів 19028 днів тому
Baron Capital portfolio managers Cliff Greenberg, Laird Bieger, and Randy Gwirtzman, along with assistant portfolio manager David Goldsmith, provide an update on the state of small-cap growth investing, including why they believe small caps are poised to outperform given widespread investor under-allocation to the asset class and low relative valuations. ▬ Contents of This Video ▬▬▬▬▬▬▬▬▬▬ 0:00...
Baron Capital Investment Approach - Real Estate, Small Caps, Technology, | 2024 Conference
Переглядів 22428 днів тому
Moderated by Baron Capital Co-CIOs Cliff Greenberg and Andrew Peck, along with Director of Research Amy Chasen, this session features insights from Baron Capital portfolio managers, who share perspectives across their areas of expertise. Jeff Kolitch discusses the improving outlook for real estate and the key secular themes he's focused on, while Mike Lippert and Ashim Mehra highlight the long-...
Large Cap, Global, and High Growth | Baron Capital Investment Team
Переглядів 28428 днів тому
Baron Capital portfolio managers Mike Lippert, Ashim Mehra, and Alex Umansky cover trends in the large-cap, global, and high-growth spaces, including the reasons mega-cap companies like Microsoft and NVIDIA are positioned to continue their robust growth trajectory in the age of AI. Disclosures: Investors should consider the investment objectives, risks, and charges and expenses of the investmen...
Focused, Small/Mid Cap, and Mid-Cap Growth | Baron Capital Investment Team
Переглядів 252Місяць тому
At the 31st Annual Baron Investment Conference, Baron Capital portfolio managers Andrew Peck, Neal Rosenberg, and Michael Baron cover the markets and outlook for our focused, mid-, and SMID-cap growth strategies, including our outlook for Tesla and its synergies with Elon Musk’s other businesses. Investors should consider the investment objectives, risks, and charges and expenses of the investm...
Red Rock Resorts, Inc. and the Las Vegas Gaming Market | 31st Annual Baron Investment Conference
Переглядів 133Місяць тому
With a business model honed over 47 years of serving local communities, regional gaming leader Red Rock Resorts Inc. achieves operating margins among the highest in the gaming industry and is well prepared to capitalize on future growth opportunities. Chairman and CEO Frank Fertitta III and his brother, Vice Chairman Lorenzo Fertitta, offer insights into the Las Vegas gaming market, highlightin...
Baron Capital's Next Generation of Leadership
Переглядів 192Місяць тому
Baron Capital COO Rachel Stern joins Co-Presidents David and Michael Baron to discuss the Firm’s next generation of leadership and how the executive team strategically navigates industry challenges. Reflecting on their new roles, David and Michael delve into their professional backgrounds, including the invaluable lessons instilled in them by their father, Baron Capital Chairman, CEO, and Found...
MSCI CEO Henry Fernandez at the 31st Annual Baron Investment Conference
Переглядів 157Місяць тому
As a trusted partner to the world’s largest investment institutions, MSCI, Inc. provides mission-critical data, models, and technology that support informed investment decisions. In this session, MSCI Chairman and CEO Henry Fernandez discusses the company’s role as a central connector in global capital markets and how its strategic framework, widely sought-after products, and diversified client...
Verisk Analytics CEO Lee Shavel at the 31st Annual Baron Investment Conference
Переглядів 336Місяць тому
Lee Shavel, President and CEO of Verisk Analytics, Inc., a leading provider of risk information to insurance companies, delves into the latest trends and challenges shaping the future of the insurance industry. Learn how Verisk’s unique data assets and competitive advantages are fueling consistent revenue growth and positioning the company for long-term success in an evolving market. ▬ Contents...
Emerging Markets and International Growth | Baron Capital Investment Team
Переглядів 213Місяць тому
Baron Capital’s emerging markets and international growth research team offers perspectives on finding growth opportunities in a challenging market. Portfolio manager Michael Kass points to positive shifts in select regions and industries, while research analysts Chingiz Gadimov, Jose Barria, Eitan Chemerinski, and Joy He discuss promising stock picks such as Taiwan Semiconductor Manufacturing ...
SpaceX COO Gwynne Shotwell and Ron Baron at the 31st Annual Baron Investment Conference
Переглядів 1,2 тис.Місяць тому
With the ultimate goal of enabling humanity to be multi-planetary, SpaceX is transforming the space launch market through its highly differentiated reusable rocket technology. SpaceX President and COO Gwynne Shotwell joins Baron Capital Chairman, CEO, and Founder Ron Baron and Ishay Levin, assistant portfolio manager of Baron Opportunity Fund, to explore the groundbreaking potential of Starship...
Ron Baron Discusses Tesla, Inflation, Elon Musk, and More on CNBC Squawk Box
Переглядів 2,7 тис.Місяць тому
Baron Capital Chairman, CEO, and Founder Ron Baron joins CNBC Squawk Box live from the 31st Annual Baron Investment Conference. Ron weighs in on Elon Musk’s new role in the Trump administration, shares why he thinks Tesla could reach a $5 trillion valuation in 10 years, and discusses his buy-and-hold philosophy. He also covers what's happening in the U.S. economy, his take on inflation, and mor...
India: The Rise of a New Asset Class | Baron Capital Thought Leadership Forum
Переглядів 6433 місяці тому
India: The Rise of a New Asset Class | Baron Capital Thought Leadership Forum
Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks
Переглядів 8565 місяців тому
Beyond the Big Names: Uncovering Hidden Gems in Small Cap Stocks
Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box
Переглядів 18 тис.7 місяців тому
Ron Baron Discusses Elon Musk's 2018 Compensation Contract on CNBC Squawk Box
Ron Baron on CNBC Squawk Box - April 25, 2024
Переглядів 10 тис.8 місяців тому
Ron Baron on CNBC Squawk Box - April 25, 2024
GLP-1s - Shedding Light on the Drugs that Shed Pounds | Baron Capital Thought Leadership Forum
Переглядів 31511 місяців тому
GLP-1s - Shedding Light on the Drugs that Shed Pounds | Baron Capital Thought Leadership Forum
Baron Investment Team Discussion on Real Estate, FinTech, and Health Care
Переглядів 1,5 тис.Рік тому
Baron Investment Team Discussion on Real Estate, FinTech, and Health Care
Baron Investment Team Discussion on Small-Cap Growth
Переглядів 965Рік тому
Baron Investment Team Discussion on Small-Cap Growth
Baron Investment Team Discussion on Emerging Markets and International Growth
Переглядів 456Рік тому
Baron Investment Team Discussion on Emerging Markets and International Growth
Baron Investment Team Discussion on Focused, Small/Mid Cap, and Mid-Cap Growth
Переглядів 547Рік тому
Baron Investment Team Discussion on Focused, Small/Mid Cap, and Mid-Cap Growth
Baron Investment Team Discussion on Large Cap, Global, and High Growth Asset Classes
Переглядів 921Рік тому
Baron Investment Team Discussion on Large Cap, Global, and High Growth Asset Classes
Celebrating 30 Years of the Baron Investment Conference
Переглядів 273Рік тому
Celebrating 30 Years of the Baron Investment Conference
Long-Term Investing the Baron Capital Way
Переглядів 4,6 тис.Рік тому
Long-Term Investing the Baron Capital Way
President Keynote with Linda Martinson, Baron Capital's Co-Founder, President, and COO
Переглядів 335Рік тому
President Keynote with Linda Martinson, Baron Capital's Co-Founder, President, and COO
OWN IT! Ron Baron's Keynote Speech at the 30th Annual Baron Investment Conference
Переглядів 32 тис.Рік тому
OWN IT! Ron Baron's Keynote Speech at the 30th Annual Baron Investment Conference
West Pharmaceutical CEO, Eric Green, speaks at the 30th Annual Baron Investment Conference
Переглядів 499Рік тому
West Pharmaceutical CEO, Eric Green, speaks at the 30th Annual Baron Investment Conference
Kinsale Capital Group CEO Michael Kehoe at the 30th Annual Baron Investment Conference
Переглядів 7 тис.Рік тому
Kinsale Capital Group CEO Michael Kehoe at the 30th Annual Baron Investment Conference
FactSet CEO Philip Snow at the 30th Annual Baron Investment Conference
Переглядів 1,7 тис.Рік тому
FactSet CEO Philip Snow at the 30th Annual Baron Investment Conference

КОМЕНТАРІ

  • @udits6911
    @udits6911 4 дні тому

    This guys such a legend man

  • @starwarsjunkie7776
    @starwarsjunkie7776 8 днів тому

    I’m sure he had lots of fun doing that. 😂

  • @DanSolovei
    @DanSolovei 19 днів тому

    🍿

  • @joshuachoukroun
    @joshuachoukroun 22 дні тому

    So pleasant to hear all of his insight and his story. All the way from Paris 🇫🇷

  • @DimeDoppler
    @DimeDoppler 24 дні тому

    Come on now both parties are in the pocket of Israel 😂

  • @ranicket
    @ranicket 26 днів тому

    Fantastic video, thank you!

  • @JONINOTORUS
    @JONINOTORUS 28 днів тому

    Did Becky hear that, wise people don't feel dem anymore.

  • @michaelfriend3990
    @michaelfriend3990 28 днів тому

    Great company!

  • @ZhangGuorong.
    @ZhangGuorong. Місяць тому

    17:23

  • @Pikminiman
    @Pikminiman Місяць тому

    Gwynne and Ron are both brilliant.

  • @mazarinrichelieu3265
    @mazarinrichelieu3265 Місяць тому

    The BOSS

  • @ilank9531
    @ilank9531 Місяць тому

    The amazing Ron baron ❤

  • @SmokingJoe-y3g
    @SmokingJoe-y3g Місяць тому

    The Dems have anti-Israel policies? Can you explain? Elon's been accused of anti-Semitism in the past too.

  • @daffydaffy7673
    @daffydaffy7673 Місяць тому

    Love listening to you all the way from South Africa 🇿🇦

  • @USASMR-o2c
    @USASMR-o2c Місяць тому

    27:15. 🥹

  • @hikeyt2747
    @hikeyt2747 Місяць тому

    Ron, your insights and optimism are incredibly inspiring. I deeply admire your long-term vision and your belief in innovation. Wishing you continued success and all the best-you’re a true legend!

  • @hikeyt2747
    @hikeyt2747 Місяць тому

    ♥♥♥♥♥ WE LOVE YOU RON ❤❤❤❤❤

    • @hikeyt2747
      @hikeyt2747 Місяць тому

      אלוף!!! תמשיך להצליח!!! אוהבים אותך❤❤❤❤❤

  • @DanSolovei
    @DanSolovei Місяць тому

    Ron and Becky the dream team!

  • @Mrbfgray
    @Mrbfgray Місяць тому

    Always missed by MSN-- the illegal, immoral persecution of everything Elon, being lifted by election results. For TSLA it's more about removing an evil than adding influence.

  • @simrans3675
    @simrans3675 Місяць тому

    Ron, when Bitcoin :-)

  • @lbmartinet
    @lbmartinet Місяць тому

    He’s a creeper w woman employees ewwww

  • @globalfinancialadviceinves9710
    @globalfinancialadviceinves9710 2 місяці тому

    Ron it's a load of BS your experiencing, your a good soul, stay strong and godspeed. Your fans are with you...❤

  • @d.kleiser9514
    @d.kleiser9514 3 місяці тому

    I've invested with Baron for years, and have great confidence. I have to disagree though, when Mr. Baron says all cars will be electric in 10 - 15 years. That seems like a pipe dream. I have no doubt that electric cars will have a place. I see Teslas frequently, but the internal combustion engine will always be with us. For one thing, the infrastructure is established and worldwide. That's not the case for electric. For another, any heavy duty hauling requires gasoline or diesel. If anything does the gas engine in, it'll be government and it's overbearing communistic attitude.

  • @jeffmilligan7030
    @jeffmilligan7030 3 місяці тому

    Very very good talk, one of the best I’ve heard from a CEO

  • @MrGiggity890
    @MrGiggity890 4 місяці тому

    Which FSD v12 version did Baron see when he was visiting Tesla?

  • @Mantos777
    @Mantos777 4 місяці тому

    Thanks

  • @SomenathChakraborty
    @SomenathChakraborty 4 місяці тому

    Amazing!

  • @brownpaperbagyea
    @brownpaperbagyea 5 місяців тому

    This is one of my favorite CEOs of all time. she knows how to maximize profit and drive shareholder value like no other. she is also amazing, strong, intellgent, incredible, wise, slow, and patient. Thank you Kristen Lynch you are the CEO everybody strives to be. The smart CEO the wise CEO bringing an executive IQ that few have. The CEO that will be striving hard and fighting for whats wise, smart, and strong. You are the one, the glorygod. Thank you KRISTEN!

    • @mmtot
      @mmtot 2 дні тому

      How much is she paying you to write that crap?

    • @brownpaperbagyea
      @brownpaperbagyea 2 дні тому

      @@mmtotnothing in fact we should be laying Kristen Lynch for the inspiration she provides.

  • @avanishpatel4936
    @avanishpatel4936 5 місяців тому

    Great talk!!!

  • @TheRAYNUGENT
    @TheRAYNUGENT 6 місяців тому

    Heard some good things about this talk, can’t wait to listen!!

  • @ScottSellsTech
    @ScottSellsTech 7 місяців тому

    How can she not know about limits 😂 CNBC is such a joke.

  • @kennySg101
    @kennySg101 7 місяців тому

    Tesla is Elon. Based on sales n revenue, it doesn't worth that much. That is also a key risk for investor.

  • @DD-vs2yp
    @DD-vs2yp 7 місяців тому

    Can you elaborate what do you mean by “if the rates get lower, we can expect a normal market?” Are you implying that low rates are normal? Because IMO the low rates were an anomaly and rates being at 3-4% at an average seems normal, or a real rate of 2% at an average. If rates do not come down as per your expectations then do you expect your companies to do really bad? The way I see it is if they are companies growing earnings at 15-25%, within a few years they should overcome the PE expression that they would experience in a normal rate or higher rate environment (where normal rate as per me is 4%). You can have your PE compressed to half, but within 5 years the earnings will catch up to the earlier price levels with the new PE and within a decade it should 4x the price before PE compression, assuming 15% earnings growth. I see small cap, high growth companies as the winners in a normal or high rate environment… Would appreciate responses/discussions to my comment, would help me learn/unlearn… Cheers

  • @sandybayes
    @sandybayes 7 місяців тому

    Ron Baron is correct. Musk is one of the few billionaires and CEO's that have earned their compensation. It's so sad and contrary to excellent management practices to pay any CEO a set salary. The Judge was antithetical in her decision and makes most of the shareholders believe that her decision was politically motivated and disgustingly biased. That Judge needs to be thoroughly investigated on her blatant abuse of power. Disbarment needs to be a consideration.

  • @wayando
    @wayando 7 місяців тому

    This case, if allowed to stand, can be a good con-game going forward ... A lawyer colludes with Judges and shaft companies of Billions, then make their own deal on the side. 5.6Billion/ 100Million an hour for doing basically nothing?! ... This is the kind of thing that would attract all sorts of bad actors. The judicial system better be conscious of what they are doing.

  • @andrewsaint6581
    @andrewsaint6581 7 місяців тому

    The pay package blew my mind. A factor in me investing. We thank the previous yes vote.

  • @DD-vs2yp
    @DD-vs2yp 7 місяців тому

    To add a further comment - for the Chinese EV market to take off with a slowing US market doesn’t make sense intuitively because at the end of the day, the US will end up being the biggest EV market in the World. At the end, all growth comes from increase in debt. As long as there is increase in debt, there is growth, which provides a tailwind to all growth theses.

  • @DD-vs2yp
    @DD-vs2yp 7 місяців тому

    Nice talk, but I fail to understand how does the ex US markets get their currency stronger if interest rates drop? Because the assumption that international markets would get their currencies stronger when US drops rates is only true if the international markets also do not cut or print. In the last 15 years the correlation between US and international rates has just been increasing… I don’t think it’s simply a vacuum based on how you describe it. And if everyone cuts rates and prints, then everyone does well because that anyway leads to asset price inflation.

  • @sooner1125
    @sooner1125 7 місяців тому

    Preach king

  • @HEBEcoin
    @HEBEcoin 7 місяців тому

    Elon is a the cusp of delivering FSD and Optimus in 2025! Min 5 years ahead of anyone else.

  • @lourdessilva6442
    @lourdessilva6442 7 місяців тому

    Sem palavras es gigante que a pequena essa turma e a humanidade agradece

  • @alesandraleckie5061
    @alesandraleckie5061 7 місяців тому

    Met contractual agreement, pay the man.

  • @jimjames5612
    @jimjames5612 7 місяців тому

    Elon needs to invest in a much better Legal Team. He's getting his ass kicked way too many times for trivial bullshtt.

  • @FrankGallagherr
    @FrankGallagherr 7 місяців тому

    Tesla is the best company ever! No gas stations, No oil changes, No smog check, No corrupt dealerships, faster than a $650,000 Lamborghini..

  • @fhowland
    @fhowland 7 місяців тому

    Ron is usually right about pretty much everything

  • @WillN2Go1
    @WillN2Go1 7 місяців тому

    All good, sage and wise. However, thinking robots are going to benefit all people has historical precedents. Instead of people weaving fabrics at home in England, milling machines made the process levels of magnitude faster, cheaper, better. And yet, instead of happy weavers you got Manchester, 14 hour days, child labor, horrendous living and working conditions and the introduction of rickets. Workers, factories, productions since then have become more levels of magnitude more efficient and more profitable and yet we still have the 40 hour work week, little financial security, one medical disaster away from bankruptcy. Robots will be great if you own robots. There will be some universal benefit, the same way fewer and fewer Americans can afford to own a home, yet we all have computers, but expect to see human workers at the Tesla Robot division still putting in long days at work. Did Jeff Bezos say, "Hey, I'm worth $150 billion, let's give everybody a bonus!"? Musk just laid off 10% of Tesla's work force. Of course there were good reasons to do this, but they are highly selected, highly trained, Tesla employees. Wouldn't it be better to keep them; retrain, until they can be deployed to expanded operations or new jobs? Give them the opportunity to become engineers. (Adult students are the most motivated.) I don't have any problem with Musk getting his compensation package. I'm a Tesla shareholder. The lawyers in that case want billions of dollars from my company Tesla for having done nothing more then creating huge problems. I voted in favor the pay package in 2018 (and expected Musk to make at least most of the goals.) I'm voting for it again. Elon Musk may be the one 'overpaid CEO' who actually earned his money. We have two choices vote for Musk's compensation package, or vote against it and Musk will eventually get that pay package, plus we have to pay those lawyers billions.

  • @garyhenderson8178
    @garyhenderson8178 7 місяців тому

    What a calm, intelligent man. All men could benefit from his business style. In my opinion, we could learn invaluable life lessons from his personality and perhaps his family style. I am definitely a huge fan of Ron Baron.

  • @Sidneyandpam
    @Sidneyandpam 7 місяців тому

    Ron gives good answers to bias questions

  • @bjrnerlingchristophersen1148
    @bjrnerlingchristophersen1148 7 місяців тому

    The interviewer is on this....Many 👀 what's going on...

  • @bjrnerlingchristophersen1148
    @bjrnerlingchristophersen1148 7 місяців тому

    And Baron said it... This divorce is beneficial to Elon. Elon is not thinking about shareholders in Tesla. He is trying to delude Teslas value to his other projects. Is that what we want in a CEO?