This fund run by a SAC Capital alum bought restaurant stocks amid the pandemic
Prentice Capital Management was up 6.6% for the first four months of the year, compared to the S&P 500's 9.3% decline and the Russell 2000's 21.1% decline. The HFRX Equity Hedge Index was down 9.4% for the quarter. Q1 2020 hedge fund letters, conferences and more Gross and net exposures In his first-quarter letter to […]
A interview with billionaire mutual fund manger, investor, and founder of Baron Capital Management, Ron Baron. In this interview Ron discusses what he looks for in investments in stocks and real estate. Ron also talks about what he has learnt form his mistakes and views on the bond bubble.
Billionaire Ron Baron: Stock And Real Estate Investment Philosophy
0:08 What is your investment philosophy?
0:49 Why so many new funds?
3:00 How do you pick companies and real estate differently to other funds?
9:36 What have you learnt from the last 5 years?
12:06 What makes you bullish on stocks?
15:24 What stocks excite you for the future?
25:54 What alternative investment do you like?
30:07 When does the bond bubble burst?