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Podcast: The Meb Faber Show - Better Investing
Episode: Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market | #417
Description: Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.In today’s episode, we’re talking to a growth manager to hear how he’s handling the volatility in 2022. Andrew shares his framework for looking at the markets, the importance for a growth manager to have the fortitude to let your winners run, and what leads him to sell a name from the portfolio.Then we get into what he sees in the market today and how he’s adjusting his portfolio. We touch o...