SCARLET: WELCOME TO "BLOOMBERG ETF IQ." KATIE: WE SURVIVED IN THE SNOWSTORM. WE MADE IT IN BECAUSE WE NEED TO BRING YOU THE BIGGEST STORIES IN THE NEARLY $19 TRILLION GLOBAL ETF INDUSTRY. WE KICK CUP A BUSY WEEK WITH EQUITIES RISING AT TECH EARNINGS AND GOLD TOPPING $5,000 NOW FOR THE FIRST THAT THOUSAND DOLLARS AN OUNCE FOR THE FIRST TIME.SCARLET: WE WILL BEGIN TO FLOWS AND VOLUME INTO ETF'S. KATIE: AND THE ISSUER BEHIND T-BILL AS A PROPOSAL PULLING ONE OF WALL STREET'S MOST REGULAR ASSET CLASSES INTO THE ...

Group 1 - The fundamental rule of investment compounding is to buy quality and hold, emphasizing the importance of long-term investment in great growth companies [1] - Ron Baron, CEO of Baron Capital, highlights the necessity of holding quality companies for long-term growth as a key to successful investing [1] - Ariel Sokol has over twenty years of experience in corporate finance, focusing on subscription and edtech businesses, and has held significant roles in various companies including Pearson [1]

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 ...

Core Viewpoint - Baron Capital is launching five new actively managed ETFs, extending its investment philosophy and process beyond mutual funds to include ETFs, aiming to enhance operational efficiency, tax efficiency, transparency, and intraday liquidity [1][2]. Group 1: Investment Philosophy and Process - Baron Capital maintains its long-term investment philosophy, focusing on fundamental views of portfolio companies, and aims to change lives for clients rather than just maximizing profits [1][2]. - The firm has a strong track record, with 97-98% of its assets outperforming the market, and the Baron Partners Fund being the top fund in the U.S. since 2003 [1][2]. - The investment strategy involves rigorous research, with a team of 45 investment professionals analyzing various sectors, including technology, healthcare, and financials, to construct a diverse portfolio [2]. Group 2: Research Methodology - The research methodology at Baron Capital emphasizes understanding the essence of companies, including their management teams, successes, failures, and motivations, to identify strong investment opportunities [2]. - The firm aims to find unique investment opportunities by evaluating the intellect, passion, and leadership skills of company executives, ensuring alignment with investor interests and societal benefits [2]. Group 3: Market Position and Future Outlook - Baron Capital's new ETFs are positioned to fill a gap in the market for fundamental stock pickers, as there are currently more ETFs than publicly traded companies, yet a lack of foundational portfolios for long-term investors [2]. - The firm is optimistic about its ability to generate significant profits, projecting to increase from $100 million in 1992 to five times that amount over the next decade [1].

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. ...

Core Insights - Baron Capital has launched five actively managed exchange-traded funds (ETFs), leveraging its long-term investment success to meet growing demand for active strategies in the ETF market [1][2] Group 1: New ETF Launch - The newly launched ETFs include 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), which began trading on Monday [2] - Each ETF is designed to reflect the investment strategies that Baron Capital has successfully employed over decades in its mutual funds and private accounts [2] Group 2: Investment Focus - SpaceX has become Baron Capital's largest investment at approximately $10 billion, surpassing Tesla, with its expanding Starlink satellite network being a key factor in the long-term investment thesis [3] - The firm is optimistic about the potential of space-based data centers, suggesting that such infrastructure could significantly lower energy and cooling costs [3][4] - Baron Capital has also invested in xAI, another company founded by Elon Musk, which is expected to benefit from the growth of satellite networks and space-based computing for AI services [4] Group 3: Performance and Future Goals - Baron Capital reports that 98% of its assets have outperformed their benchmarks, with around 60% ranking in the top 5% of funds, indicating strong historical performance [4] - The Baron Partners Fund has been recognized as the top-performing U.S. fund since 2003 [4] - Since its inception in 1992 with $100 million in assets, the firm has generated approximately $57 billion in profits and aims to quintuple that amount over the next decade [5]

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 ...