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FactSet retweeted
โInvesting is going to eternally remain a human business. Human judgment, human design, and human ability to grow the business is going to be absolutely at the center of it all.โ โ Sanoke Viswanathan, CEO of @FactSet
Sanoke Viswanathan joined Andrew Peck, Portfolio Manager at Baron Capital, at the 33rd Annual Baron Investment Conference to explore the growing influence of AI in financial services and the enduring importance of human expertise, judgment, and decision-making in investing.
--
๐๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐ฝ๐ฟ๐ผ๐๐ถ๐ฑ๐ฒ๐ฑ ๐ผ๐ป ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ ๐๐ฒ๐ฏ๐๐ถ๐๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐ป๐ผ๐ ๐ฟ๐ฒ๐๐ถ๐ฒ๐๐ฒ๐ฑ, ๐ด๐๐ฎ๐ฟ๐ฎ๐ป๐๐ฒ๐ฒ๐ฑ ๐ฏ๐ ๐ผ๐ฟ ๐ฒ๐ป๐ฑ๐ผ๐ฟ๐๐ฒ๐ฑ ๐ฏ๐ ๐๐ฎ๐ฟ๐ผ๐ป ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ผ๐ฟ ๐ถ๐๐ ๐ฎ๐ณ๐ณ๐ถ๐น๐ถ๐ฎ๐๐ฒ๐.โฏ ๐ฃ๐น๐ฒ๐ฎ๐๐ฒ ๐ฏ๐ฒ ๐ฎ๐๐ฎ๐ฟ๐ฒ ๐๐ต๐ฎ๐ ๐๐ต๐ถ๐ ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ ๐๐ฒ๐ฏ๐๐ถ๐๐ฒโ๐ ๐๐ฒ๐ฟ๐บ๐ ๐ฎ๐ป๐ฑ ๐ฐ๐ผ๐ป๐ฑ๐ถ๐๐ถ๐ผ๐ป๐ ๐ฎ๐ป๐ฑ ๐ผ๐๐ต๐ฒ๐ฟ ๐น๐ฒ๐ด๐ฎ๐น ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ ๐๐ต๐ฎ๐ป ๐๐ต๐ผ๐๐ฒ ๐ผ๐ณ ๐๐ฎ๐ฟ๐ผ๐ป ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐นโ๐ ๐๐ฒ๐ฏ๐๐ถ๐๐ฒ.โฏ ๐๐ฎ๐ฟ๐ผ๐ป ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ถ๐ ๐ป๐ผ๐ ๐น๐ถ๐ฎ๐ฏ๐น๐ฒ ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐ฎ๐ฝ๐ฝ๐ฒ๐ฎ๐ฟ๐ถ๐ป๐ด ๐ผ๐ป ๐ถ๐, ๐ผ๐ฟ ๐ณ๐ผ๐ฟ ๐๐ฒ๐ฐ๐ต๐ป๐ถ๐ฐ๐ฎ๐น ๐ผ๐ฟ ๐๐๐๐๐ฒ๐บ๐ ๐ถ๐๐๐๐ฒ๐ ๐ฎ๐ฟ๐ถ๐๐ถ๐ป๐ด ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐๐๐ฒ ๐ผ๐ณ ๐๐ต๐ถ๐ ๐ถ๐ป๐ฑ๐ฒ๐ฝ๐ฒ๐ป๐ฑ๐ฒ๐ป๐ ๐๐ฒ๐ฏ๐๐ถ๐๐ฒ.
๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฐ๐ณ๐ด ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ค๐ฐ๐ฏ๐ด๐ช๐ฅ๐ฆ๐ณ ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ฐ๐ฃ๐ซ๐ฆ๐ค๐ต๐ช๐ท๐ฆ๐ด, ๐ณ๐ช๐ด๐ฌ๐ด, ๐ค๐ฉ๐ข๐ณ๐จ๐ฆ๐ด, ๐ข๐ฏ๐ฅ ๐ฆ๐น๐ฑ๐ฆ๐ฏ๐ด๐ฆ๐ด ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐๐ถ๐ฏ๐ฅ ๐ค๐ข๐ณ๐ฆ๐ง๐ถ๐ญ๐ญ๐บ ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ช๐ฏ๐จ. ๐๐ฉ๐ฆ ๐ฑ๐ณ๐ฐ๐ด๐ฑ๐ฆ๐ค๐ต๐ถ๐ด ๐ข๐ฏ๐ฅ ๐ด๐ถ๐ฎ๐ฎ๐ข๐ณ๐บ ๐ฑ๐ณ๐ฐ๐ด๐ฑ๐ฆ๐ค๐ต๐ถ๐ด ๐ค๐ฐ๐ฏ๐ต๐ข๐ช๐ฏ ๐ต๐ฉ๐ช๐ด ๐ข๐ฏ๐ฅ ๐ฐ๐ต๐ฉ๐ฆ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฃ๐ฐ๐ถ๐ต ๐ต๐ฉ๐ฆ ๐๐ถ๐ฏ๐ฅ ๐ข๐ฏ๐ฅ ๐ค๐ข๐ฏ ๐ฃ๐ฆ ๐ฐ๐ฃ๐ต๐ข๐ช๐ฏ๐ฆ๐ฅ ๐ง๐ณ๐ฐ๐ฎ ๐ต๐ฉ๐ฆ ๐๐ถ๐ฏ๐ฅ'๐ด ๐ฅ๐ช๐ด๐ต๐ณ๐ช๐ฃ๐ถ๐ต๐ฐ๐ณ, ๐๐ข๐ณ๐ฐ๐ฏ ๐๐ข๐ฑ๐ช๐ต๐ข๐ญ, ๐๐ฏ๐ค., ๐ฃ๐บ ๐ค๐ข๐ญ๐ญ๐ช๐ฏ๐จ 1-800-99-๐๐๐๐๐ ๐ฐ๐ณ ๐ท๐ช๐ด๐ช๐ต๐ช๐ฏ๐จ ๐๐ข๐ณ๐ฐ๐ฏ๐๐ข๐ฑ๐ช๐ต๐ข๐ญ๐๐ณ๐ฐ๐ถ๐ฑ.๐ค๐ฐ๐ฎ. ๐๐ญ๐ฆ๐ข๐ด๐ฆ ๐ณ๐ฆ๐ข๐ฅ ๐ต๐ฉ๐ฆ๐ฎ ๐ค๐ข๐ณ๐ฆ๐ง๐ถ๐ญ๐ญ๐บ ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ช๐ฏ๐จ.
๐ฅ๐ถ๐๐ธ๐: All investments are subject to risk and may lose value.
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ต๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ ๐ฎ๐ ๐ฎ ๐ฝ๐ฒ๐ฟ๐ฐ๐ฒ๐ป๐๐ฎ๐ด๐ฒ ๐ผ๐ณ ๐ป๐ฒ๐ ๐ฎ๐๐๐ฒ๐๐ ๐ฎ๐ ๐ผ๐ณ ๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฏ๐ฌ, ๐ฎ๐ฌ๐ฎ๐ฒ ๐ณ๐ผ๐ฟ ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ถ๐ฒ๐ ๐บ๐ฒ๐ป๐๐ถ๐ผ๐ป๐ฒ๐ฑ ๐ฎ๐ฟ๐ฒ ๐ฎ๐ ๐ณ๐ผ๐น๐น๐ผ๐๐: ๐๐ฎ๐ฐ๐๐ฆ๐ฒ๐ ๐ฅ๐ฒ๐๐ฒ๐ฎ๐ฟ๐ฐ๐ต ๐ฆ๐๐๐๐ฒ๐บ๐ ๐๐ป๐ฐ. - Baron Asset Fund (1.2%), Baron Focused Growth Fund (3.3%), Baron Generational Growth Fund (7.1%), Baron Partners Fund (3.3%*), Baron First Principles ETF (2.6%). โฃ
*%ย of Long Positions Only
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ต๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ ๐ฎ๐ฟ๐ฒ ๐๐๐ฏ๐ท๐ฒ๐ฐ๐ ๐๐ผ ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ. ๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ฎ๐ป๐ฑ ๐ณ๐๐๐๐ฟ๐ฒ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ต๐ผ๐น๐ฑ๐ถ๐ป๐ด๐ ๐ฎ๐ฟ๐ฒ ๐๐๐ฏ๐ท๐ฒ๐ฐ๐ ๐๐ผ ๐ฟ๐ถ๐๐ธ.
The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this post reflect those of the respective writer. Some of our comments are based on management expectations and are considered โforward-looking statements.โ Actual future results, however, may prove to be different from our expectations. Our views reflect our best judgment at the time and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them.
Entertainment is provided at this event. Please confirm this event complies with your firm's policies on the receipt of gifts and entertainment. All expenses associated with this conference are paid by BAMCO, Inc. No conference expenses are paid by Baron Fundsโ shareholders or Baron Capital clients.
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).
ยฉ 2026 Baron Capital. All rights reserved.
FactSet retweeted
Great 2Q26 earnings wrap up infographic from @Factset
[Past performance is no guarantee of future results]
FactSet retweeted
Gemini Enterprise for Financial Services: Built with security in mind, this new offering helps financial professionals cut through the noise, leverage trusted data partners like @FactSet, and deliver actionable insights to customers faster.
Learn more โ goo.gle/4xWgufU
FactSet retweeted
No new platform. No new workflow. Macro exposure now sits beside the style & sector metrics your team already tracks in @FactSet
#RiskAnalytics
FactSet retweeted
FactSet's IBOR connects front and middle office to a single, real-time source of truth โ covering P&L, cash balances, shadow NAV and multi-asset workflows across the full trade lifecycle.
factset.com/marketplace/cataโฆ
FactSet retweeted
As part of FactSet, weโre continuing to build and expand our capabilities across trading, data and analytics.
Follow @FactSet to stay up to date on the broader platform, product innovation and market insights shaping whatโs next.
FactSet retweeted
Weโre thrilled to have sponsored @FactSet for #FOCUS2026!
At #DowJonesNewswires, we believe that the best financial news & data is powered by even better relationships. This yearโs conference was a masterclass in what every great industry event aims to achieve: sparking innovation through connection.
Thanks to Sam Goldfarb, WSJ reporter and Josรฉe Rose, Chief Editor, Americas Dow Jones Newswires, for speaking each day during Morning Pulse, bringing expert context to market talks with @GuyAdami and Dan Nathan.
Mark Hevey and Suchee Shah, who represented us onsite returned with valuable insights, new connections and deepened relationships. Thank you to the FactSet team for hosting an incredible event.
Weโre already looking forward to turning these insights into impact!
ALT A group of five people standing on a stage with a backdrop featuring the logos for "FactSet" and "Focus." They are posing for a photo, with some wearing conference badges.
FactSet retweeted
The next evolution of our autonomous research agent is here. Today, weโre introducing Deep Research and Deep Research Max via the Gemini API.
Powered by Gemini 3.1 Pro, you can now trigger comprehensive research workflows with unprecedented control and transparency, featuring:
๐ Arbitrary MCP support
๐ Native infographic & chart generation
๐ Fully cited reports grounded in the open web + your own files and data
All from a single API call. Meet the new agent ๐งตโ
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership.
This week we include an updated look at digital asset bank charter applications, and feature some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to focus on $BTC, $ETH, and $SOL.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership.
This week we feature some additional insights from the
@CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to focus on $BTC, $ETH, and $SOL.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership.
This week we feature some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
As always, this report is powered by the world-class crypto data of @coinmetrics and @talostrading, to whom we are grateful for their partnership.
This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
As always, this report is powered by the world-class crypto data of @coinmetrics, to whom we are grateful for their partnership.
This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
Thanks are due to colleagues Michele Lieber, Mike Sam Hilton, Daenielle Gonzales, Jordan Ehrlich, and Max Wheeler without whom this series could not exist.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
This week we features some additional insights from the @CIG_Crypto proprietary monthly survey of crypto fund managers.
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
As always, this report is powered by the world-class crypto data of @coinmetrics, to whom we are grateful for their partnership.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
The major tokens were flat-to-up slightly on the week and climbing back within striking range of their highs. Leading treasury companies such as @MicroStrategy $MSTR and @BitMNR $BMNR enjoyed sharp bounces as a result.
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies. We are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
Treasury companies continue evolving into crypto-native merchant banks, as evidenced not just by @saylor's comments at the Wainwright conference but by investments in other companies by @nakamoto and @BitMNR .
Away from that, we continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
We are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.
FactSet retweeted
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me.
Treasury companies continue stacking and evolving despite significant mNAV compression, and this afternoon we get a decision on Strategy's first opportunity to be added to the S&P 500.
Away from that, we expand our conference calendar to cover more events across a wider range of blockchains, and continue to dig into the marginal supply/demand imbalance in $BTC, $ETH, and $SOL driven by ETFs and treasury strategies.
Thanks are due to colleagues Michele Lieber, Mike Sam Hilton, Daenielle Gonzales, Jordan Ehrlich, and Max Wheeler without whom this series could not exist. We also are grateful to our partners at @coinmetrics, on whose world-class crypto data we confidently rely.
FactSet retweeted
Dan & @GuyAdami joined John Butters, Senior Earnings Analyst, over on the @FactSet Insight Podcast for a Q2 earnings update๐๏ธ
Give it a listen hereโคต๏ธ
factset.com/podcasts
FactSet retweeted
#JeniferSchweitzerBrooks, Chief Marketing Officer at @FactSet , graces the cover of CIOLookโs special edition, The Most Influential Women in Marketing 2025. She exemplifies modern marketing leadershipโbalancing innovation, authenticity
tinyurl.com/yym2b2fy
