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Andrew Peck
Co-Chief Investment Officer and portfolio manager at Baron Capital, a long-term fundamental growth investor known for running mid-cap and other growth strategies and speaking about portfolio construction and stock selection.
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May 23, 2022
• 52min
Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
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Andrew Peck, co-CIO at Baron Capital, dives deep into the art of growth investing. He shares his long-term, fundamental approach and discusses the importance of letting winners run while maintaining a disciplined sell strategy. Topics include his current market adjustments, recent buys like CoStar and SpaceX, and the advantages of focusing on durable competitive advantages. Peck emphasizes the opportunities arising from market volatility and offers insights into sector positioning, particularly in technology and healthcare.
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