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Goldman Sachs Exchanges
Large-cap investing with Jennison Associates’ Kathleen McCarragher
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.
25:41
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Quick takeaways
- Kathleen McCarragher joined Jenison for client-centric values and long-term focus.
- Jenison's success in growth investing stems from talent, external focus, and adaptability.
Deep dives
Kathleen McCarragher's Attraction to Jenison Associates
Despite Jenison Associates' established reputation, Kathleen McCarragher was intrigued by the firm's impressive client roster and smart team. Her interest peaked when she approached Jenison after achieving strong three and five-year numbers in her previous position. The initial 10-minute conversation with Sig Segalis, CIO of Jenison, turned into an hour-long discussion, leading to Kathleen joining the firm for its client-centric values, research focus, and emphasis on long-term client value.
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Discover
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