Large-cap investing with Jennison Associates’ Kathleen McCarragher

Goldman Sachs Exchanges

Goldman Sachs

Business

4.4 • 1K Ratings

🗓️ 28 June 2024

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams. To hear from more Great Investors, check out: Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR’s Henry Kravis on private equity, culture, and global markets. And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant?

Transcript

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0:00.0	Welcome back to another episode of Goldman Sachs Exchanges, great investors.
0:09.1	I'm Betsy Gorton, a partner in Goldman Sachs Asset Management and your host for today's episode.
0:14.6	Today I am delighted to be speaking with Kathleen McCarager, head of Growth Equity
0:19.9	and a large-cap growth Equity portfolio manager at Jenison Associates.
0:24.5	Jenison is an investment firm that has focused on managing public equity and fixed income
0:29.7	assets for institutional clients for 55 years. At Jenison, Kathleen oversees for in large cap growth stocks for over four decades and is known in the industry for turning in
0:44.9	top decile performance. She and her team have also been early to invest in many of the largest stocks
0:51.3	that are powering markets higher today.
0:53.4	We'll be talking with Kathleen about investing through multiple economic
0:57.1	cycles, her perspectives on market concentration, and her advice on building and leading
1:02.2	teams.
1:03.0	Kathleen, welcome to the program.
1:05.0	Thank you, Betsy. It's good to be here.
1:07.0	Great, well, let's get into it.
1:09.0	And for listeners who may be less familiar with Jenison,
1:12.0	it's a firm that is highly regarded among institutional
1:15.8	investors for really its decades long track record of excellent performance and large-kept growth.
1:21.6	But take me back to 1998 when you joined the company. What
1:25.8	attracted you to Jenison at that time? Well Jenison was very well known in
1:30.9	our industry. Quality firm, strong results,
1:35.3	did great fundamental research.
1:38.1	It had a really impressive client roster.
	...

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