From Baron Funds' first quarter letter: Shares of Verisk Analytics, Inc. (VRSK, Financial), an insurance data and analytics company, rose 17.0%. After a strong 2011, it appears that the company's primary business (risk assessment) is on the verge of a large increase in organic growth, while its newer health analytics business has continued to exceed growth expectations. We believe Verisk has a dominant position in the insurance analytics space and has the ability to leverage its data expertise in other industry verticals. (Rob Susman)Also check out:
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