Baron Funds Comments on Guidewire Software Inc.

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Jun 07, 2017

Guidewire Software, Inc. (NYSE:GWRE), the leading provider of technology solutions to the P&C insurance industry, is benefiting from a replacement cycle of 30-year-old legacy systems. Through innovation and targeted acquisitions, Guidewire has more than tripled its addressable market since becoming a public company. We believe the company has the potential to increase its EBITDA 10-fold over our investment horizon.

From the Baron Focused Fund first quarter 2017 shareholder letter.

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