Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2023Fund LettersBaron Focused Growth FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Guidewire Software, Inc. Information TechnologySoftware Bull NYSEAnnual Recurring Revenue, cloud transition, Insurance-software, margin expansion, P&C insurance, SaaS, Software, sticky revenue
Dec 31, 2023Fund LettersBaron Focused Growth FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK IDEXX Laboratories, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQAnimal Health, diagnostics, innovation, market leader, Pet Care, recurring revenue, secular growth, Veterinary diagnostics
Dec 31, 2023Fund LettersBaron Focused Growth FundCHRS Choice Hotels International, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEacquisition, asset-light, franchise, hospitality, Hotel Franchisor, loyalty program, Revenue Management, Travel
Dec 31, 2023Fund LettersBaron Focused Growth FundACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Tesla, Inc. Consumer DiscretionaryAutomobiles Bull NASDAQArtificial Intelligence, automotive, autonomous driving, Cybertruck, Electric Vehicles, energy storage, manufacturing, robotics
Dec 31, 2023Fund LettersBaron Focused Growth FundBNTX BioNTech SE Health CareBiotechnology Bull NASDAQbiotechnology, cash position, drug development, Infectious Disease, mRNA, Oncology, pipeline, vaccine
Dec 31, 2023Fund LettersBaron Asset FundBIRK Birkenstock Holding plc Consumer DiscretionaryFootwear Bull NYSEAsia expansion, Consumer Brand, direct-to-consumer, e-commerce, Footwear, German Manufacturing, global expansion, IPO, manufacturing, Retail Stores
Dec 31, 2023Fund LettersBaron Emerging Markets FundKAYNES.NS Kaynes Technology India Limited Information TechnologyElectronic Equipment, Instruments & Components Bull National Stock Exchange of Indiaautomotive, Defense, Electronics Manufacturing, EMS, High-value manufacturing, India, Make in India, Semiconductor assembly, supply chain diversification
Dec 31, 2023Fund LettersBaron Emerging Markets FundPDD PDD Holdings Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQChina, Digitization, e-commerce, international expansion, manufacturing, platform, Team purchase, Temu, Value retail
Dec 31, 2023Fund LettersBaron Emerging Markets FundTRENT.NS Trent Limited Consumer DiscretionarySpecialty Retail Bull National Stock Exchange of IndiaConsumer Discretionary, fashion, Franchisee, India, operating leverage, Private-label, retail, same-store sales, Zudio
Dec 31, 2023Fund LettersBaron Emerging Markets Fund005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Exchange5G, AI, DRAM, Foundry, High-Bandwidth Memory, Korea, memory semiconductors, Nand, Smartphones, technology hardware
Dec 31, 2023Fund LettersBaron Emerging Markets FundAIR FP|ICLR|LIN|MRVL|NOW|TSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSE5G, AI, automotive, Cyclical Recovery, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology
Dec 31, 2023Fund LettersBaron Discovery FundAAON AAON, Inc. IndustrialsBuilding Products Bull NASDAQDecarbonization, energy efficiency, ESG, HVAC, Industrials, margin expansion, market share
Dec 31, 2023Fund LettersBaron Discovery FundVRNS Varonis Systems, Inc. Information TechnologySystems Software Bull NASDAQAI, cybersecurity, Data Security, enterprise, Regulatory, SaaS, technology
Dec 31, 2023Fund LettersBaron Discovery FundGTLB GitLab Inc. Information TechnologyApplication Software Bull NASDAQAI, Devops, enterprise, platform, SaaS, Software Development, technology
Dec 31, 2023Fund LettersBaron Discovery Fund^FTSE SentinelOne, Inc. Information TechnologySystems Software Bull NYSEAI-enabled, cloud security, cybersecurity, endpoint protection, growth, SaaS, technology
Dec 31, 2023Fund LettersDeep Sail Capital PartnersVIT-B.ST Vitec Software Group Software & ServicesApplication Software Bull Stockholm Stock ExchangeAcquisitions, growth, high margins, Low Churn, Mission-Critical Software, Nordic, SaaS, serial acquirer, Sweden, vertical market software
Dec 31, 2023Fund LettersDiamond Hill InternationalUCB.BR UCB Health CarePharmaceuticals Bull Euronext BrusselsAutoimmune Drugs, Belgium, biopharmaceuticals, Drug launch, Immunology, Market Misunderstanding, Neurology, Specialized Therapeutics
Dec 31, 2023Fund LettersDiamond Hill International8058.T Mitsubishi Corporation IndustrialsTrading Companies & Distributors Bull Tokyo Stock ExchangeAsset Efficiency, Business Diversification, capital allocation, convenience stores, Corporate Governance, Japan, Japanese Trading House, metallurgical coal, ROIC Improvement, share repurchases
Dec 31, 2023Fund LettersDiamond Hill InternationalGLEN.L Glencore MaterialsMetals & Mining Bull London Stock Exchangebalance sheet improvement, capital allocation, Coal Mining, Commodity Trading, Copper Producer, Diversified Mining, energy transition, share repurchases, Switzerland
Dec 31, 2023Fund LettersDiamond Hill InternationalDNP.WA Dino Polska Consumer StaplesFood & Staples Retailing Bull Warsaw Stock ExchangeEastern Europe, Geographic Growth, inflation hedge, Land Banking, Polish Retail, Small Format Retail, store expansion, Supermarket Chain

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