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Ron Baron Comments on Guidewire Software Inc.
Posted by: guruhl (IP Logged)
Date: June 10, 2013 11:15AM
Shares of Guidewire Software, Inc. (GWRE), a leading provider of core systems software to the global P&C insurance industry, outperformed during the first quarter after reporting significantly better-than-expected financial results. We believe that Guidewire is emerging as the gold standard in terms of P&C core systems functionality, as evidenced by its near perfect retention rates, growing installed base, and the accelerating adoption of its complete suite of offerings. (Neal Rosenberg)
From Baron Funds’ first quarter 2013 commentary.
Guru Discussed: Ron Baron: Current Portfolio, Stock Picks
Stocks Discussed: GWRE,