Jul 6, 2020
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
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