Broker Check
07 Feb
Team FWL Strengthen Wealth Series with portfolio manager Michael Baron

Description

Join us for a behind the scenes conversation with one of our portfolio holdings - The Baron Partners Fund with portfolio manager Michael Baron*.

For Baron Partners Fund, portfolio managers Ron Baron and Michael Baron focus on businesses that they believe could double in value within five years.

To accomplish this ambitious goal, they manage a focused portfolio of about 20 to 30, competitively advantaged, well-run growth businesses at attractive prices, with the top 10 positions representing a significant portion of net assets.

Michael will be discussing Baron’s investment philosophy and process.  As well as, some insights as to why they are adamant believers in the stocks held in the portfolio.

A few of the top holdings in the Baron Partners Fund are:

Tesla

Space X

CoStar Group

Arch Capital Group Ltd.

IDEXX Laboratories

Hyatt Hotels Corporation

Michael Baron’s Bio

B.A. from Duke University, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Portfolio Manager

Michael joined Baron in 2004 as a research analyst and was named co-portfolio manager of Baron WealthBuilder Fund in 2020 and Baron Partners Fund in 2018. He has 20 years of research experience. From 2003 to 2004, he worked at Glenhill Capital as a research analyst. Michael graduated from Duke University with a B.A. in Economics in 2003 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2010.

 

*Not affiliated with Lincoln Financial Advisors.

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp.              

CRN-6288745-012324

Date and Time

Wed, Feb 07, 2024

6:00p - 7:30p EST

Location

A Zoom Link will be provided after you register

PT1H30M

Event Registration