Susan Jan Robbins

Director & Vice President at BAMCO, Inc.

Susan Jan Robbins

Susan Jan Robbins

Director & Vice President at BAMCO, Inc.

Biography

Ms. Susan J. Robbins is Vice President & Senior Research Analyst at Baron Capital Management, Inc. and Vice President & Senior Research Analyst at BAMCO, Inc. She is on the Board of Directors at Baron Capital, Inc. She joined Baron as the first employee working in a variety of roles and was named senior research analyst in 1991. She has over 42 years of research experience. From 1976 to 1982, she worked with Ron Baron at a brokerage firm as a research assistant. She graduated from the University of Rochester with a B.A. in History and Chinese Language in 1975.

Overview
RelSci Relationships

110

Number of Boards

2

Relationships
RelSci Relationships are individuals Susan Jan Robbins likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Vice President & Portfolio Manager at BAMCO, Inc.

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Vice President, Chief Financial Officer & Treasurer at Baron Capital Management, Inc.

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Vice President, Director, Institutional Sales-Center Region at Baron Capital Management, Inc.

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Director, President & Chief Operating Officer at BAMCO, Inc.

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Fund Advisor at Baron Capital Management, Inc.

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Fund Advisor at BAMCO, Inc.

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Fund Advisor at BAMCO, Inc.

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Senior Member of the Advisory Board at The Carlyle Group LP

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Vice President, Chief Information Officer at Baron Capital Management, Inc.

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Vice President & Director of Research at BAMCO, Inc.

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Susan Jan Robbins
Director & Vice President at BAMCO, Inc.
Education
B.A. in History & Chinese Language
Class of 1975

The University of Rochester is a private, nonsectarian, research university in Rochester, New York, United States. The university grants undergraduate and graduate degrees, including doctoral and professional degrees. The university has six schools and various interdisciplinary programs. The University of Rochester is noted for its Eastman School of Music. The university is also home to the Institute of Optics, founded in 1929, the first educational program in the US devoted exclusively to optics. Rochester's Laboratory for Laser Energetics is home to the second most energetic fusion laser in the world.

Career History
Director & Vice President
1987 - Current

BAMCO's manages long-only investment strategies that invest in growth businesses for capital appreciation potential. The firm's investment professionals focus on the fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They perform comprehensive proprietary due diligence to evaluate opportunities and to affirm their investment theses. All BAMCO accounts invest primarily in common stocks and other equity securities. Certain accounts may have a higher percentage of their total assets invested in a particular region, sector, or industry. BAMCO builds industry-specific, comprehensive proprietary 5-year valuation models to assess a company’s opportunity and risks, and to estimate the intrinsic value of its business. The firm develops financial models for each security detailing 5 years of historical data and 5 years of forward looking estimates. Each model projects revenues, earnings, and free cash flow; and BAMCO's analysts are diligent in keeping them up-to-date.BAMCO's investment strategies include: Small-, SMID-, Mid-, Large-, and All-Cap Growth; Focused Growth, Focused Growth (mutual funds only), Focused Select, Focused Aggressive Growth and Focused High Growth; International Growth; Emerging Markets; Discovery; Real Estate; High Growth; Energy & Resources; Discovery; and Global Advantage,

Director & Vice President
1982 - Current

Baron Capital Management (BCM) focuses on long-term, research-driven investments in growth companies in the US and around the world. The firm invests in both the public equity and fixed-income markets. They employ fundamental and quantitative analysis, as well as a bottom-up stock selection approach to create portfolios. BCM estimates the future intrinsic value of a business and determine if the qualitative characteristics of the business are transferable into quantitative measurable, sustainable financial performance. The firm benchmarks the performance of their equity portfolios against the S&P 500 Index and the Russell Indices. BCM's investment strategies include growth, high growth, innovation and real estate and are available for separately managed accounts and sub-advisory services. Baron Funds provides investors with access to each of our investment disciplines, all based on our long-term, research-driven investment approach. Baron USA Partners Fund is a private placement for accredited non-US and qualified tax-exempt US investors.BCM's investment approach is based on a long-term perspective that looks beyond short-term volatility and market unpredictability and focuses on a company's opportunities over the next five years. The firm analyzes companies with the intention of owning them for an extended period. They seek to invest in companies with management teams who have integrity, long-term visions and whose interests are aligned with their shareholders. BCM targets successful growth businesses that have open-ended opportunities and defensible niches. BCM typically invests in companies with the potential to benefit from innovation, change, government initiatives or economic trends. Companies should have competitive advantages and barriers to entry are critical. The firm buys the stocks of growth companies using a value-oriented purchase discipline. Their valuation criteria are based upon what they believe a business can earn in 3 to 5 years. BCM seeks to capitalize on investment opportunities that are created when a company's growth prospects are not recognized by the market of their stock is mispriced. The firm conducts rigorous research throughout the life of an investment and manages risk at the individual investment and portfolio levels.

Vice President & Senior Research Analyst
1982 - Current

Baron Funds is dedicated to long-term growth investing. It offers separately managed accounts, sub-advisory services and mutual funds for domestic and international investors. It has a broad line of products and services to meet the needs of individuals, financial professionals, institutional investors and non-U.S. investors.

Boards & Committees
Director & Vice President
1987 - Current

BAMCO's investment strategy is to invest in growth businesses for capital appreciation potential. Each portfolio manager's ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account's investment objective. The firm's investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They analyze the following financial information: income statement, cash flow statement, balance sheet, turnover and ROE metrics, unit economics, and other company-specific data. This information is filtered through their valuation models, which they use to extrapolate long-term trends. They have meetings with the management which is a critical element of the firm's research process.

Director & Vice President
1982 - Current

Baron Capital Management (BCM) focuses on long-term, research-driven investments in growth companies in the US and around the world. The firm invests in both the public equity and fixed-income markets. They employ fundamental and quantitative analysis, as well as a bottom-up stock selection approach to create portfolios. BCM estimates the future intrinsic value of a business and determine if the qualitative characteristics of the business are transferable into quantitative measurable, sustainable financial performance. The firm benchmarks the performance of their equity portfolios against the S&P 500 Index and the Russell Indices. BCM's investment strategies include growth, high growth, innovation and real estate and are available for separately managed accounts and sub-advisory services. Baron Funds provides investors with access to each of our investment disciplines, all based on our long-term, research-driven investment approach. Baron USA Partners Fund is a private placement for accredited non-US and qualified tax-exempt US investors.BCM's investment approach is based on a long-term perspective that looks beyond short-term volatility and market unpredictability and focuses on a company's opportunities over the next five years. The firm analyzes companies with the intention of owning them for an extended period. They seek to invest in companies with management teams who have integrity, long-term visions and whose interests are aligned with their shareholders. BCM targets successful growth businesses that have open-ended opportunities and defensible niches. BCM typically invests in companies with the potential to benefit from innovation, change, government initiatives or economic trends. Companies should have competitive advantages and barriers to entry are critical. The firm buys the stocks of growth companies using a value-oriented purchase discipline. Their valuation criteria are based upon what they believe a business can earn in 3 to 5 years. BCM seeks to capitalize on investment opportunities that are created when a company's growth prospects are not recognized by the market of their stock is mispriced. The firm conducts rigorous research throughout the life of an investment and manages risk at the individual investment and portfolio levels.

Political Donations
$1,000
2012

Former President of United States

$250
2008

Former President of United States

$250
2006

Former Senator from Massachusetts

Other Affiliations
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