NEW YORK--(BUSINESS WIRE)--The 26th 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 13 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 with 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. Chairman and CEO Ron Baron then 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 entertainers were Tim McGraw and Faith Hill, following performances earlier in the day by Chris Rock, Idina Menzel and Diana Krall.
"We want Baron fund investors to better understand the funds they're investing in," said Mr. Baron. "For 26 years Baron Funds shareholders have attended this conference to hear directly from Baron fund managers and CEOs of the companies in which we invest. We're delighted to treat shareholders to a day of education and first-class entertainment, but for me, interacting with our shareholders is the real highlight. We look forward to seeing our shareholders back next year for the 27th annual conference."
Presenting at the conference this year were:
* Walt Bettinger, President and CEO, The Charles Schwab Corp. (SCHW)
* Mark Hoplamazian, CEO, Hyatt Hotels (H)
* Marcus Ryu, CEO and President, Guidewire Software (GWRE)
* Rob Katz, CEO, Vail Resorts (MTN)
The Baron Funds' investment team includes Ron Baron, portfolio manager of Baron Growth Fund, Baron Partners Fund and Baron Focused Growth Fund; Cliff Greenberg, portfolio manager of Baron Small Cap Fund; Alex Umansky, portfolio manager of Baron Fifth Avenue Growth Fund and Baron Global 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, James Stone, portfolio manager of Baron Energy and Resources Fund, and Laird Bieger and Randy Gwirtzman, portfolio managers of Baron Discovery 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 13 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), and Baron Energy and Resources Fund (BENFX; BENIX). 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/prospectus. Or call 800-99 -BARON to receive a prospectus in the mail. Baron Capital, Inc. is the distributor of the Baron Funds.