Baron Funds Comments on Fortinet Inc.

Author's Avatar
Aug 09, 2013
Fortinet, Inc. (FTNT, Financial) is a leading provider of network security solutions to service providers and enterprises. Like many other IT vendors with exposure to service providers, Fortinet missed its own first quarter guidance and the stock gave back all of its beginning-of-the-year gains. We continue to see security as a top priority for business executives, as threats are becoming more pervasive and more complex. We believe Fortinet's differentiated solutions will gain share and that is growth rates will re-accelerate. (Gilad Shany)



From Baron Funds
second quarter 2013 commentary .