Baron Funds, an investment management company, released its “Baron Focused Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund delivered strong results in the third quarter, appreciating 4.83% (Institutional Shares); however, the performance underperformed the Russell 2500 Growth Index’s (the Benchmark) 10.73% gain. The fund's underperformance stemmed from concerns over a slowdown in economic growth affecting the fund’s more economically sensitive Consumer ...

Jersey City, New Jersey-based Verisk Analytics, Inc. (VRSK) provides data analytics and technology solutions to the insurance markets. With a market cap of $34 billion, the company offers data, statistical, and actuarial services, as well as standardized insurance policy programs, underwriting information, and rating-integrity tools. VRSK provides data and software information services to the property and casualty and mortgage industries. The leading strategic data analytics and technology company is expec ...

市场表现 - 2025年第二季度美国股市强劲反弹，标普500指数回报率为10.9%，罗素3000指数上涨11.0% [1] - ClearBridge Select Strategy在当季表现超越基准指数，得益于其跨公司和行业的投资组合构建优势 [1] Verisk Analytics (VRSK) 公司概况 - 公司为保险行业提供数据分析和技术解决方案 [2] - 截至2025年9月17日，公司股价为每股249.69美元，市值为348.85亿美元 [2] Verisk Analytics (VRSK) 财务与运营 - 2025年第二季度公司营收为7.73亿美元，较2024年同期增长7.8% [4] - 公司被ClearBridge视为其当季最大规模的收购，其现代化的解决方案对大型保险公司而言是必备品且具有高粘性 [3] - 公司预计通过新产品和提价，将继续保持高个位数增长，并推动利润率和自由现金流提升 [3] Verisk Analytics (VRSK) 市场持仓 - 2025年第二季度末，共有49只对冲基金持有该公司股票，高于前一季度的45只 [4] Verisk Analytics (VRSK) 股价表现 - 公司一个月股价回报率为-8.17%，过去52周股价下跌6.12% [2]