#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market

<p>Today’s guest is <a href= "https://www.baronfunds.com/commentary/andrew-peck"><strong>Andrew Peck</strong></a>, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.</p> <p>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.</p> <p>Then we get into what he sees in the market today and how he’s adjusting his portfolio. We touch on names like CoStar, Gartner, StubHub, and even a private investment in a little company named SpaceX.</p> <p>We talk a lot on this show about being willing to look different, stick with a strategy over the long-run, and remain disciplined during volatile times, and it was great to talk to a manager doing just that.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <strong><a href= "https://mebfaber.com/2022/05/23/e417-andrew-peck/">here</a></strong></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb">mailing list</a> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <strong><a href= "https://theideafarm.com/">The Idea Farm</a></strong>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers.  Subscribe for free <strong><a href="http://eepurl.com/X