The Meb Faber Show: “Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market”

Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.
In today’s episode, we’re talking to a growth manager to hear how he’s handling the volatility in 2022. Andrew shares his framework for looking at the markets, the importance for a growth manager to have the fortitude to let your winners run, and what leads him to sell a name from the portfolio. Then we get into what he sees in the market today and how he’s adjusting his portfolio. We touch on names like CoStar, Gartner, and even a private investment in a little company named SpaceX.
We talk a lot on this show about being willing to look different, stick with a strategy over the long-run, and remain disciplined during volatile times, and it was great to talk to a manager doing just that.
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