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Baron Funds Comments on Ubiquiti Networks

August 30, 2012 | About:

From Baron Funds' second quarter commentary:

Ubiquiti Networks, Inc. (NASDAQ:UBNT) designs, manufactures and sells innovative broadband wireless products at a fraction of the price of its competitors with a lean business model that yields high profitability. Recent concerns about the exposure to Asian counterfeiters and whether the company's intellectual property can be enforced has put some pressure on the stock. In addition, some investors have questioned the CEO's focus after attempting to buy an NBA team. Ubiquiti has three new products (AirVision, Unifi, AirFiber) and three more to launch during the next 12 months.We believe that, with this open ended growth opportunity, Ubiquiti can emerge as a significant networking player in new and emerging markets. (Gilad Shany)

Rating: 3.3/5 (7 votes)


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