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Randy Baron - International Truffle Hunting

The Business Brew

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Growth Management - Value Bent?

I think one of the things that I enjoyed in our first conversation was when you were talking about kind of why you thought there was more opportunity for like today's managers to start looking outside the US and specifically, you know, smaller. So I was hoping that you might riff on that a little bit just to contextualize what you see. And I guess the reason I give that long winded intro is despite being known as a growth manager, despite being knownas a UK investor, we can talk about all these things. Where I'm coming from is a value bent. And I think that's really important.

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