LongAGYSJune 30, 2026

Baron Financials ETF on Agilysys

Thesis

Baird added Agilysys as it increased exposure to software despite continued weakness across the sector. The fund views Agilysys as a high-quality cloud software business with durable recurring revenue, high switching costs, and meaningful margin expansion potential. Its integrated platform allows hospitality customers to consolidate multiple operational workflows. Baird also sees AI creating opportunities to automate workflows and improve the guest experience.

a high-quality business with durable recurring revenue, high switching costs, and significant margin expansion potential
Baron Financials ETF — Baron Financials ETF Quarterly Letter

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