Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Holdings, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQAdventure Tourism, Booking Trends, Expedition Cruises, Luxury Travel, multiple expansion, niche market, Occupancy, recovery, risk/reward
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyBCO Brink's Company IndustrialsCommercial Services & Supplies Bull NYSEATM Services, Cash management, Digital Solutions, financial services, Logistics, Private Market Value, productivity, security services, Value
Sep 30, 2023Fund LettersAriel Small Cap Value StrategyAMAT Mattel, Inc. Consumer DiscretionaryLeisure Products Bull NASDAQBarbie, Brand Licensing, Consumer products, Disney, entertainment, Hot Wheels, IP monetization, Media Franchise, retail, Toys
Sep 30, 2023Fund LettersAriel Small Cap Value StrategySPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEadvertising, Concerts, entertainment, hospitality, Immersive Technology, Las Vegas, live events, media, sports entertainment, Venue Operations
Sep 30, 2023Fund LettersBaron Asset FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK CoStar Group, Inc. Real EstateReal Estate Services Bull NASDAQcommercial real estate, market recovery, proprietary data, Real Estate Data, Residential expansion, subscription revenue
Sep 30, 2023Fund LettersBaron Asset FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Mettler-Toledo International Inc. Health CareLife Sciences Tools & Services Bull NYSEbiopharmaceutical, China exposure, cyclical headwinds, life sciences, market leader, Precision Instruments
Sep 30, 2023Fund LettersBaron Asset FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK IDEXX Laboratories, Inc. Health CareLife Sciences Tools & Services Bull NASDAQcompetitive moat, Pet Care, proprietary products, sales force expansion, secular growth, Veterinary diagnostics
Sep 30, 2023Fund LettersBaron Asset FundONON On Holding AG Consumer DiscretionaryFootwear Bull NYSEathleisure, Athletic Footwear, Brand Building, direct-to-consumer, global expansion, innovation, Premium Sportswear, Switzerland
Sep 30, 2023Fund LettersBaron Asset FundACGL Arch Capital Group Ltd. FinancialsProperty & Casualty Insurance Bull NASDAQbook value growth, investment income, premium growth, ROE, specialty insurance, underwriting
Sep 30, 2023Fund LettersBaron Asset FundACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA FactSet Research Systems Inc. Information TechnologyFinancial Technology Bull NYSEanalytics software, financial data, financial technology, Free Cash Flow, investment management, subscription revenue
Sep 30, 2023Fund LettersBaron Asset FundACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK Guidewire Software, Inc. Information TechnologyApplication Software Bull NYSEcloud migration, Digital transformation, Enterprise software, Insurance-software, P&C insurance, recurring revenue, SaaS
Sep 30, 2023Fund LettersBaron Emerging Markets FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Nu Holdings Ltd. FinancialsConsumer Finance Bull NYSEBrazil, credit cards, Customer Acquisition, digital banking, disruption, Fintech, Latin America, operating leverage
Sep 30, 2023Fund LettersBaron Emerging Markets FundMAHM.NS Mahindra & Mahindra Limited Consumer DiscretionaryAutomobile Manufacturers Bull National Stock Exchange of Indiaautomotive, conglomerate, Electric Vehicles, Farm Equipment, financial services, India, IT services, SUVs, Tractors
Sep 30, 2023Fund LettersBaron Emerging Markets Fund600519.SS Kweichow Moutai Co., Ltd. Consumer StaplesDistillers & Vintners Bull Shanghai Stock ExchangeBaijiu, Brand Equity, Channel optimization, China, consumer staples, premium spirits, Pricing power, shareholder value
Sep 30, 2023Fund LettersBaron Emerging Markets FundTATACOMM.NS Tata Communications Limited Communication ServicesDiversified Telecommunication Services Bull National Stock Exchange of Indiacloud, data infrastructure, Digital transformation, fiber network, hyperscalers, India, Internet routes, telecommunications
Sep 30, 2023Fund LettersBaron Emerging Markets FundSUZB3.SA Suzano S.A. MaterialsPaper & Forest Products Bull B3Brazil, Carbon Credits, ESG, Fossil-to-fiber, Low-cost producer, materials, Paper, Pulp, Sustainability
Sep 30, 2023Fund LettersBaron Emerging Markets Fund000700.HK Tencent Holdings Limited Communication ServicesInteractive Media & Services Bull Hong Kong Stock Exchangeadvertising, China, Digital platforms, entertainment, Fintech, Gaming, generative AI, social media, WeChat
Sep 30, 2023Fund LettersBaron Emerging Markets Fund005930.KS Samsung Electronics Co., Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull Korea Exchange5G, conglomerate, Foundry, Memory, semiconductors, Smartphones, South Korea, technology hardware
Sep 30, 2023Fund LettersBaron Emerging Markets FundAIR FP|ICLR|LIN|MRVL|NOW|TSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSE5G, AI, automotive, Foundry, high-performance computing, IoT, Pricing power, semiconductors, technology leadership
Sep 30, 2023Fund LettersConestoga Mid Cap CompositeOMCL Omnicell, Inc. Health CareHealth Care Technology Bear NASDAQbusiness transformation, Hardware to Software, Healthcare Technology, Hospital Spending, margin pressure, Medication Management, recurring revenue, Revenue Mix

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