Zillow Group, Inc. (NASDAQ:ZG) is the leading online real estate company in the U.S. Shares were down in the first quarter after the company reported a 2017 outlook that missed Street expectations. We believe that several products launched at the end of 2016 and early this year will start to have a positive impact on Zillow’s revenue growth through 2017. As the leader of a highly fragmented market, Zillow remains well positioned to grow its share, in our view. (Ashim Mehra)
From Ron Baron (Trades, Portfolio)'s first quarter 2017 Baron Partners Fund commentary.
