At the 2024 Quality-Growth Investor Conference in Westminster, Rebecca Irwin, portfolio manager at Jennison Associates, delivered an insightful presentation on how to invest in disruptive companies. Drawing on nearly two decades of experience managing global equity and sustainable strategies, Rebecca shared her firm’s investment philosophy and highlighted two standout examples of disruptive growth.
Jennison Associates, a global asset management firm founded in 1969, currently manages $200 billion in assets. Irwin has played a significant role in managing portfolios with a focus on consumer stocks. She began her presentation by emphasizing the critical role that consumer stocks play in the global economy, stating, "We like consumer stocks; they are two-thirds of global economies." This reflects Jennison's belief...
