TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY

February 7, 2020

When you are hot you’re hot and this week’s WEALTHTRACK guest has been on a tear since launching his Baron Global Advantage Fund in 2012. Alex Umansky is new to WEALTHTRACK but he is a seasoned investor with an outstanding track record.

Prior to joining Baron, Umansky spent 18 years at Morgan Stanley where he ran global and international funds as well as the firm’s Institutional Technology Strategy and Technology Fund. Umansky has a degree in finance, information systems and mathematics from NYU’s Stern School of Business and was a computer programmer early in his career.

Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.

WEALTHTRACK Episode #1632; Originally Broadcast on February 07, 2020

Listen to the audio only version here:

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ALEX UMANSKY

  • Portfolio Manager,
  • Baron Global Advantage Fund

DON’T CHASE PERFORMANCE

Studies show:

  • Individual investors underperform funds they invest in
  • They buy into funds after periods of exceptional performance (buy high)
  • They sell funds after periods of underperformance (sell low)

No Bookshelf titles this week.

HIGHEST CONVICTION IDEAS

Own Alibaba And Amazon

  • Two Largest Portfolio Positions
  • Long-term Success

Amazon.com, Inc (AMZN) AMZN Chart

AMZN data by YCharts

Alibaba Group Holding Ltd ADR (BABA) BABA Chart

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MercadoLibre, Inc (MELI) MELI Chart

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Facebook, Inc (FB) FB Chart

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Alphabet Inc Class C (GOOG) GOOG Chart

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Veeva Systems Inc (VEEV) VEEV Chart

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EPAM Systems Inc (EPAM) EPAM Chart

EPAM data by YCharts

Globant SA (GLOB) GLOB Chart

GLOB data by YCharts

Endava PLC ADR (DAVA) DAVA Chart

DAVA data by YCharts

This is the first appearance of Alex Umansky on WEALTHTRACK

TRANSFERABLE SKILLS

Top growth fund manager Alex Umansky started playing poker as a hobby later in his investment career. Now a tournament level player he says both pursuits require similar skill sets.


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