Baron Capital Expands Into ETFs With Long-Term Growth Focus


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 outlines the rationale for launching five ETFs in December to complement their mutual fund lineup, citing investor demand for different vehicles and ETF benefits such as tax efficiency, tradability, and transparency, while keeping strategies core to the firm. He also notes mutual fund trading improvements and plans for additional ETFs.

Zephyr can help financial advisors create modern diversified portfolios. Learn more here.
Learn more about Baron Capital here.

00:00 Show Intro and Disclosures
01:45 Baron Capital Philosophy
05:25 Growing Up Investing
10:34 Consistency Through Cycles
15:21 Why Launch ETFs Now
17:30 Inside the Five ETFs
20:52 Mutual Funds Learnings
23:12 Where to Learn More
24:23 Closing and Subscribe

Connect with Ryan Nauman: LinkedIn

Related:Zephyr’s Adjusted for Risk: Mike Khouw on Options for Income and Risk Management





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