Shares of MSCI, Inc. (NYSE:MSCI), a leading provider of investment decision support tools, contributed to performance. MSCI hosted an upbeat investor day presentation in March, and positive momentum continued into the second quarter. Moreover, the company announced solid first quarter earnings and named Linda Huber, who is well respected by the investment community, its new CFO. We retain conviction in MSCI because we believe it owns strong franchises and stands to benefit from several prominent tailwinds.
From Ron Baron (Trades, Portfolio)'s Baron Growth Fund second-quarter 2019 shareholder commentary.
