Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul>
<li>Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.</li>
<li>We expect additional, substantial appreciation for Tesla and SpaceX.</li>
<li>84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.</li>
<li>We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.</li>
<li>Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.</li>
</ul>


Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
We expect additional, substantial appreciation for Tesla and SpaceX.
84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.
We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.
Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.


Baron Funds Q3 2022 Report - Letter From Ron

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

Factset Research Systems Inc / Equity Capital Markets

<ul><li>After many quarters of consistently beating Wall Street expectations on all counts, FactSet delivered a mixed result in the last quarter exceeded revenue expectations of analysts but missing out on earnings.</li><li>The company finished fiscal 2022 with organic ASV plus professional services growth of $158 million, accelerating by approximately 200 basis points year over year to over 9%.</li><li>With private company coverage throughout their content refinery, workflow solutions for private equity and venture capital companies, and seamless linked workstation integration, the team is progressing with its private market strategy.</li></ul>

After many quarters of consistently beating Wall Street expectations on all counts, FactSet delivered a mixed result in the last quarter exceeded revenue expectations of analysts but missing out on earnings.The company finished fiscal 2022 with organic ASV plus professional services growth of $158 million, accelerating by approximately 200 basis points year over year to over 9%.With private company coverage throughout their content refinery, workflow solutions for private equity and venture capital companies, and seamless linked workstation integration, the team is progressing with its private market strategy.

FactSet Research Systems: Alternative Data Services & Other Drivers

Equity Bottom-Up

Factset Research Systems Inc / Equity Bottom-Up

<ul><li>FactSet has a fundamentally solid business model and its business has not been significantly affected despite the bearish trends in the S&P500.</li><li>Asia Pacific continued to be a growth-driving geography with ASV growth at 14.3%, driven by demand from asset managers and vested owners.</li><li>With greater expansion with asset owners and asset managers, respectively, both CTS and analytics contributed to growth.</li></ul>

FactSet has a fundamentally solid business model and its business has not been significantly affected despite the bearish trends in the S&P500.Asia Pacific continued to be a growth-driving geography with ASV growth at 14.3%, driven by demand from asset managers and vested owners.With greater expansion with asset owners and asset managers, respectively, both CTS and analytics contributed to growth.

FactSet Research Systems Inc.: Defensive Business Model & Key Drivers

<ul><li>FactSet delivered a good set of financial results, as it completed its pipeline and continued to build on its strong momentum from the previous fiscal.</li><li>In the latest quarter, its organic ASV plus professional services growth accelerated to 9%, owing to increases in workstations and portfolio analytics, as well as higher price increases in the Americas.</li><li>FactSet has been expanding its reach in the global financial markets ecosystem and a good move on that front was the acquisition of CUSIP Global Services from S&P Global for $1.9 billion.</li></ul>

FactSet delivered a good set of financial results, as it completed its pipeline and continued to build on its strong momentum from the previous fiscal.In the latest quarter, its organic ASV plus professional services growth accelerated to 9%, owing to increases in workstations and portfolio analytics, as well as higher price increases in the Americas.FactSet has been expanding its reach in the global financial markets ecosystem and a good move on that front was the acquisition of CUSIP Global Services from S&P Global for $1.9 billion.

FactSet Research Systems Inc.: Financial & Price Forecasts

<ul><li>FactSet delivered strong fourth quarter result justifying its bull run for the past months.</li><li>The company delivered a record organic ASV plus professional services growth of $68 million, crossing the $100 million annual ASV threshold for the first time and outperforming their own guidance.</li><li>The management is merging the desktop portion of the Wealth business with Research to form a new business called Research and Advisory.</li></ul>

FactSet delivered strong fourth quarter result justifying its bull run for the past months.The company delivered a record organic ASV plus professional services growth of $68 million, crossing the $100 million annual ASV threshold for the first time and outperforming their own guidance.The management is merging the desktop portion of the Wealth business with Research to form a new business called Research and Advisory.

FactSet Research: Capitalizing On The Heavy Demand For Research & Analytics (12/2021)

United States

FactSet Research Systems Inc. supplies global economic and financial data to analysts, investment bankers, and other financial professionals.  The Company combines databases from multiple suppliers into a single online source of information and analytics, including fundamental data.

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Factset Research Systems Inc (FDS US)

Baron Funds Q3 2022 Report - Letter From Ron

Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to...

Fund Newsletters

FactSet Research Systems: Alternative Data Services & Other Drivers

After many quarters of consistently beating Wall Street expectations on all counts, FactSet delivered a mixed result in the last quarter exceeded...

Baptista Research

FactSet Research Systems Inc.: Defensive Business Model & Key Drivers

FactSet has a fundamentally solid business model and its business has not been significantly affected despite the bearish trends in the...

Baptista Research

FactSet Research Systems Inc.: Financial & Price Forecasts

FactSet delivered a good set of financial results, as it completed its pipeline and continued to build on its strong momentum from the previous...

Baptista Research

FactSet Research: Capitalizing On The Heavy Demand For Research & Analytics (12/2021)

FactSet delivered strong fourth quarter result justifying its bull run for the past months. The company delivered a record organic ASV plus...

Baptista Research

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