RRR - Baron Small Cap Fund: Q4 2024 Top Contributors And Detractors
2025-01-30 22:10:00 ET
Summary
- Vertiv Holdings Co. excels with strong AI-related data center demand, projecting 16%-18% organic revenue growth for 2025, and increased profit margins.
- Chart Industries, Inc. shows robust fundamentals with record revenue and margins, expecting 12% revenue and 18% EBITDA growth in 2025.
- Intapp, Inc. benefits from strong quarterly results, 17% revenue growth, and a record pipeline, driven by AI product demand and favorable M&A activity.
- ICON Plc and Baldwin Insurance Group faced headwinds but hold potential for market share gains and margin expansion in the long term.
The following segment was excerpted from the Baron Small Cap Fund Q4 2024 Shareholder Letter. ...
Baron Small Cap Fund: Q4 2024 Top Contributors And Detractors