zulily, Inc. (ZU, Financial) operates a leading e-commerce and mobile commerce platform that sells a wide range of unique but discounted products targeted at moms and their children. Zulily's stock performed well during the first quarter on the back of its strong fourth quarter financial report. We believe Zulily's focus on providing consumers with significant savings has earned the company a loyal following. (Ashim Mehra)
From Baron Funds' first quarter 2014 letter to shareholders.
