FactSet CEO Philip Snow at the 30th Annual Baron Investment Conference

Watch FactSet CEO Philip Snow's presentation at the 30th Annual Baron Investment Conference.

▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Introduction to FactSet and Philip Snow
8:28 – The FactSet Origin Story
11:25 – Universal Screening
13:30 – Portfolio Analysis
14:55 – A Culture of Innovation
16:07 – Data Collection and Accuracy Advantage
18:06 – FactSet Clients
23:07 – Addressable Market for Growth
25:18 – Future Product Development
31:57 – Investing in the Business, Areas of Focus
32:46 – Decision to be an Open Platform
33:54 – Baron Capital’s Experience Using FactSet
35:06 – M&A Opportunities?
36:18 – Serving Passive Investment Management
37:47 – Why FactSet Instead of Bloomberg, Reuters, etc.?
39:28 – FactSet’s Use of LLMs (Large Language Models)
41:20 –AI, Natural Language Processing, Machine Learning




------------------------------
Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting baronfunds.com. Please read them carefully before investing.

Risks: All investments are subject to risk and may lose value.

The discussions of the companies at the Conference are not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed at the Conference reflect those of the respective speakers. Those views are not intended as recommendations or investment advice to any person and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them. Baron Capital has provided website addresses of companies participating in our Investment Conference as a convenience to our attendees. Baron Capital is not responsible for the content of these sites.

Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: FactSet Research Systems Inc. - Baron Asset Fund (3.7%), Baron FinTech Fund (3.1%), Baron Focused Growth Fund (4.8%), Baron Growth Fund (7.0%), Baron Partners Fund (4.3%*).

*% Long Positions

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).