Goldman Sachs Exchanges Large-cap investing with Jennison Associates’ Kathleen McCarragher
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Jun 28, 2024 
Kathleen McCarragher from Jennison Associates discusses investing through economic cycles, AI perspectives, and team leadership. Delve into Nvidia's growth journey, AI's impact on big tech, and the importance of long-term investment horizons. Explore McCarragher's personal passions and insights into large-cap investing.
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Joining Jennison
- Kathleen McCarragher was initially hesitant to join Jennison Associates, aiming to compete with them.
- A conversation with Sig Segalas, Jennison's CIO, changed her mind due to shared values and a focus on client success.
Sig Segalas' Leadership
- Sig Segalas fostered a culture of performance and teamwork at Jennison.
- He prioritized external competition over internal rivalries, creating a collaborative environment.
Sig Segalas' Adaptability
- Sig Segalas, despite being a long-term investor, demonstrated remarkable flexibility in his thinking.
- He continually questioned his assumptions and adapted to new information, readily changing his mind when necessary.