On Dec. 9, JPMorgan warned it would spend more next year than it had previously forecast. Shares tanked. Within days, the bank's stock had recovered. That trading dynamic is a rapid-fire microcosm of an approach that billionaire fund manager Ron Baron says underlies a key part of his investment philosophy: making bets on the companies that the market is punishing in the short-term for spending on the priorities they need for their long-term growth.Baron, the founder and CEO of Baron Capital, in recent years ...

While much of the market has bulked up on artificial intelligence and large technology companies in 2025, billionaire fund manager Ron Baron said on this week's CNBC "ETF Edge" that investors should be looking across more market caps and sectors for the best opportunities. That is starting to happen, as many investors rotate out of tech stocks and search for value across the market, including in the financial sector. Baron cited two financial sector companies that his firm Baron Capital owns, MSCI and FactS ...

Welcome to ETF Edge, your go-to place for all things exchange traded funds. I'm your host, Dominic Chu. Mutual fund and long-term investing heavyweight Baron Capital is launching five new actively managed ETFs today. So, joining me now, fresh off ringing the opening bell at the New York Stock Exchange are Ron Baron and Michael Baron from Baron Capital. Gentlemen, thank you both for being with us here on ETF Edge. We appreciate the time. >> Thanks for inviting us. All right. So, maybe we'll start with the ne ...

Welcome to ETF Edge, your go-to place for all things exchange traded funds. I'm your host, Dominic Chu. Mutual fund and long-term investing heavyweight Baron Capital is launching five new actively managed ETFs today. So, joining me now, fresh off ringing the opening bell at the New York Stock Exchange are Ron Baron and Michael Baron from Baron Capital. Gentlemen, thank you both for being with us here on ETF Edge. We appreciate the time. >> Thanks for inviting us. All right. So, maybe we'll start with the ne ...

Michael and @RonBaronAnalyst from Baron Capital break down why long-term investing still wins.They talk ETFs, decades of growth since 1982, big bets on Tesla and SpaceX, and why a future SpaceX IPO could be huge.This is conviction investing, not short-term trading. $TSLA https://t.co/U248fPadHW ...

Baron Capital launched five active ETFs, extending its long-term approach of investing in growth companies into the ETF wrapper, according to a Monday press release. ...

Baron Capital on Monday launched five actively managed exchange-traded funds, betting that its long-term record – including a large, early investment in SpaceX – will translate to growing demand for active strategies in an ETF format.The new funds – the Baron First Principles ETF (RONB), Baron Global Durable Advantage ETF (BCGD), Baron SMID Cap ETF (BCSM), Baron Financials ETF (BCFN) and Baron Technology ETF (BCTK) – began trading on Monday. Each ETF is designed to mirror investment approaches that Baron Ca ...

A lot of people like to get people to move get people to get a mortgage so that they aren't stuck and thinking I'd like to move but I have a 2 and 12% mortgage so I'm not moving. We have to change that narrative. That is a very important zeitgeist issue in this country.I look at what I my mortgages mean I have a three. I have a 2.85% and I have a three. I don't want to lose that.I wouldn't like to sell something but I don't want to lose that mortgage. It makes me money. I'm making money on that for you.>> T ...

Tzido/iStock via Getty Images "Those who sow in tears will reap with sounds of joy." - Psalm 126. Rabbi Ari S. Lorge. Central Synagogue. New York City. October 2, 2025. Yom Kippur. 5786. Rabbi Ari S. Lorge at New York City's Central Synagogue observed there are more than 150 psalms in the Jewish Bible. Those ancient poems, according to the Rabbi's always thought-provoking commentary, can provide guidance to individuals under virtually all circumstances. Sitting in Central Synagogue's congregation on the ...

Core Insights - Billionaire investor Ron Baron has significant confidence in Elon Musk, particularly regarding Tesla and SpaceX, with expectations of substantial future returns from these investments [1][2]. Investment Performance - Baron has made approximately $12 billion to $13 billion from his investments in Tesla and SpaceX, having initially invested $400 million in Tesla in 2014 [2]. - The investor anticipates a fivefold return on Tesla investments and a tenfold return on SpaceX investments over the next decade [3]. Portfolio Allocation - In his personal portfolio, about 65% of investments are tied to Musk, with 40% in Tesla and 25% in SpaceX [4]. - For mutual funds, the allocation is around 11% in both Tesla and SpaceX, with a smaller percentage in xAI, which has seen its value double from an investment of $350 million [5]. Long-term Commitment - Baron has no plans to sell Tesla or SpaceX stocks in the foreseeable future, stating he does not expect to sell these shares in his lifetime [6][8]. - He previously sold some Tesla shares due to client concerns about concentration risk, not due to a lack of faith in the company [4]. Future Innovations - Baron highlighted the potential of Tesla's Optimus Bot humanoid robot, which Musk believes could achieve sales of a billion units annually, indicating a significant future market opportunity [9].