Jennison Associates
With a track record dating back to 1969, Jennison Associates is an independent global asset manager with its headquarters in New York. It runs a specialist range of funds, focused on finding the best companies in growing industries.
The firm is focused on consistently identifying innovation and disruptive ideas that will drive growth. It prizes independent thought, considered risk-taking, and delivering outperformance for investors.
Investment philosophy
The Curate Global Growth Equity Fund invests in market-leading companies showing rapid growth and with outstanding competitive advantages. These businesses tend to outperform over time because the market underestimates their growth potential and how long that growth can last. In building this fund, Jennison’s highly-experienced team focuses on companies that:
- Are innovative and disruptive.
- Have market-leading positions.
- Demonstrate high growth in margins and profitability.
- Are run by outstanding management teams.
- Have durable competitive advantages.
- Surpass the market’s expectations for their growth.
Track record
Jennison has been successfully managing money for investors around the world for many decades.
- The firm’s team of analysts has many years of experience in identifying the best growth opportunities in markets across the world.
- Jennison’s analysts spend a great deal of time travelling, meeting with management teams, and understanding the industries they invest in.
- It has refined a disciplined approach to selling out of companies that fail to meet high growth expectations.
- Nearly 40% of the firm’s investors have been invested in its products for more than 20 years.
Meet the team
Mark Baribeau
Jennison’s head of global equity, Mark, joined the firm in 2011. He believes that the best way to find consistent growth is by staying focused on companies that are making a positive difference to people.
“You want to find those companies that are solving for convenience, low cost, productivity enhancements, and game changing innovations in health or lifestyle. Those are things that people want to spend money on because it has an impact on their lives.”
Rebecca Irwin
Rebecca has worked at Jennison since 2016. She is a graduate of Harvard Law School but was attracted to a career in fund management, where she gets to explore the world and interact with many fascinating people who are changing it. She values the culture at Jennison that prizes intellectual curiosity and independent thought.
“We don’t compromise on investing only in the best-in-class company in its industry. Searching for value in the second or third tier rarely pays off.”
Tom Davis
With over three decades of experience in the investment industry, Tom thrives within the highly talented team at Jennison. He most enjoys the opportunity to explore and identify successful business models from around the world and bring them together in a manner that allows clients to build their wealth.
“Differentiated companies held in a concentrated portfolio drive significant alpha opportunity.”
