Staying Consistent in Volatile Markets: Insights from Baron Capital
Recorded at the Exchange ETF Conference in Las Vegas, host Ryan Nauman welcomes Michael Baron, co-president and portfolio manager at Baron Capital, to discuss the firm’s long-term growth investing philosophy and its expansion into ETFs. Baron explains that since 1982 the firm has focused on owning competitively advantaged businesses for years, emphasizing management quality, durable advantages, and valuations based on future earnings rather than near-term results. He describes how Baron Capital aims for consistency through market cycles by holding diversified types of growth companies. Baron…
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