70 min listen
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
FromCapital Allocators – Inside the Institutional Investment Industry
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
53 minutes
Released:
Jul 6, 2020
Format:
Podcast episode
Description
Reuben Munger is the Managing Partner of Vision Ridge Capital, a private investment firm with over $1 billion in assets that focuses on sustainable real assets. Reuben started Vision Ridge in 2008 after a decade of value investing experience at The Baupost Group. Our conversation discusses Reuben’s path and his approach to sustainable real asset investing in the private markets. We talk about his time at Baupost, transition from broad public market investing to focused venture impact investing personally, and the creation of Vision Ridge alongside Jeremy Grantham and Capricorn Investment Group. We then discuss Vision Ridge’s flexible investment strategy, creative structuring, portfolio construction, opportunities in power and mobility, competitive dynamics, team, and outlook. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast
Released:
Jul 6, 2020
Format:
Podcast episode
Titles in the series (100)
The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry