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

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 23 May 2022

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 on names like CoStar, Gartner, StubHub, and even a private investment in a little company named SpaceX. 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. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. 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 here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up my friends awesome show today?
0:41.7	Our guest is Andrew Peck, co-cio for Barron Funds which is
0:45.5	known for its long-term fundamental active approach to growth investing today's
0:50.5	episode we're talking to a growth fund manager to hear how he's handling the volatility in 2022
0:55.4	Andrew shares his framework for looking at the markets the importance for a growth manager have the fortitude to let your winners run
1:01.9	and also what leads him to sell a name from the portfolio.
1:05.2	Then we get into what he sees in the market today, how he's adjusting his portfolio.
1:08.9	We touch on names like Co-star, Gartner, and even a little private company named SpaceX.
1:14.7	We talk a lot on the show about being willing to look different, sticking with the strategy
1:17.8	over the long run, and remaining disciplined during volatile times.
1:21.2	It was great to talk to a manager doing just that.
1:24.0	American Farmland is disappearing at an alarming rate.
1:28.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
	...

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