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Baron Funds Comments on Genesee & Wyoming Inc.

May 24, 2012 | About:

Holly LaFon

From Baron Funds' first quarter commentary: Shares of Genesee & Wyoming, Inc. (GWR), a leading short-line railroad, declined 9.9% after advancing over 30% during the prior quarter. An unusually mild winter and low natural gas prices negatively impacted coal volumes during the quarter, the company's biggest volume commodity. Over the long run, we believe Genesee is well positioned to outperform its railroad peers with unique access to emerging markets as well as freight opportunities tied to several natural resource projects in North America. The company recently closed a key international acquisition that we think will benefit from mining projects tied to export trade with China. (Matt Weiss)

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