

Kathleen McCarragher
Portfolio Manager for Jennison Associates and Harbor Capital
Best podcasts with Kathleen McCarragher
Ranked by the Snipd community

4 snips
Jun 28, 2024 • 26min
Large-cap investing with Jennison Associates’ Kathleen McCarragher
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.

Jun 24, 2024 • 39min
Talk Your Book: Growth Stock Concentration
Kathleen McCarragher, a portfolio manager, discusses market concentration in S&P 500, growth stock challenges, valuation impact of interest rates, success stories like Nvidia, and opportunities in consumer markets and international investments.