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Should You Consider Investing in Bentley Systems (BSY)?
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Should You Consider Investing in TransAct Technologies (TACT)?
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Is Duck Creek Technologies (DCT) A Smart Long-Term Buy?
Polen Capital, an investment management firm, published its “Polen U.S. Small Company Growth” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 0.99% was delivered by the fund for the first quarter of 2021, trailing its Russell 2000 Growth benchmark that delivered a 4.87% gain for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Polen U.S. Small Company Growth Fund, in its Q1 2021 investor letter, mentioned Duck Creek Technologies, Inc. (NASDAQ: DCT), and shared their insights on the company. Duck Creek Technologies, Inc. is a Boston, Massachusetts-based software company that currently has a $5.08 billion market capitalization. Since the beginning of the year, DCT delivered a -10.79% return, while its 1-month return are down by -12.16%. As of May 24, 2021, the stock closed at $38.63 per share.
Here’s Why Baron Small Cap Trimmed its Trade Desk (TTD) Position
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 2.67% was delivered by the fund’s institutional shares for the Q1 of 2021, trailing the S&P 500 Index, which appreciated 6.17%, and modestly underperforming the Russell 2000 Growth Index which rose 4.88% for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Baron Small Cap Fund, in its Q1 2021 investor letter, mentioned The Trade Desk, Inc. (NASDAQ: TTD), and shared their insights on the company. The Trade Desk, Inc. is a California-based software company that currently has a $24.6 billion market capitalization. Since the beginning of the year, TTD delivered a -35.39% return, while its 12-month gains are up by 72.49%. As of May 14, 2021, the stock closed at $517.49 per share.
Is ASGN Incorporated (ASGN) A Good Investment Choice?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of 2.67% was delivered by the fund’s institutional shares for the Q1 of 2021, trailing the S&P 500 Index, which appreciated 6.17%, and modestly underperforming the Russell 2000 Growth Index which rose 4.88% for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Baron Small Cap Fund, in its Q1 2021 investor letter, mentioned ASGN Incorporated (NYSE: ASGN), and shared their insights on the company. ASGN Incorporated is a Glen Allen, Virginia-based IT and professional service provider that currently has a $5.4 billion market capitalization. Since the beginning of the year, ASGN delivered a 23.07% return, extending its 12-month gains to 96.86%. As of May 14, 2021, the stock closed at $102.80 per share.
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