Ron Baron Comments on American Assets Trust

- By Holly LaFon

American Assets Trust, Inc. (NYSE:AAT) is a diversified REIT with a high-quality portfolio in high barrier-to-entry markets in the western U.S. Shares contributed to performance during the fourth quarter, driven by a "risk off" stock market environment that caused high-quality and more defensive REITs such as American Assets Trust to perform well.

• Warning! GuruFocus has detected 8 Warning Signs with AAT. Click here to check it out.

• AAT 15-Year Financial Data

• The intrinsic value of AAT

• Peter Lynch Chart of AAT

From Ron Baron (Trades, Portfolio)'s fourth-quarter 2018 Baron Growth Fund shareholder letter.
This article first appeared on GuruFocus.

• Warning! GuruFocus has detected 8 Warning Signs with AAT. Click here to check it out.

• AAT 15-Year Financial Data

• The intrinsic value of AAT

• Peter Lynch Chart of AAT