Capital Senior Living Corp.'s (CSU, Financial) shares may have corrected in sympathy with Emeritus, and also due to the fact that the shares had performed well in the first six months of 2013 (up 28%). We recently met with management and believe that the outlook for its business remains strong.
From Ron Baron's Baron Funds third quarter 2013 commentary.
From Ron Baron's Baron Funds third quarter 2013 commentary.
