Michael Lippert, Baron Fund’s Vice President and Portfolio Manager of the Baron Opportunity fund, talked to the Forbes staff about his company’s focus on investing in innovative businesses that are disrupting their industries.
“In the years that I’ve been investing, when I look at businesses, either they innovate or they stagnate.”
Companies across almost every industry are faced with disruptive technologies or services; Michael puts forward his thoughts on who the most innovative companies are at the moment, and also those companies that have been unable to move past Clayton Christensen’s Innovator’s Dilemma. Michael looks at the technology industry, healthcare, advertising and photography and provides his top companies to invest in, which are disrupting their relevant fields.
Michael Lippert’s interview can be found in the Forbes article The Greatest Companies Are Willing To Disrupt Themselves.
Professor Christensen, author of the Innovator’s Dilemma, spoke on how to know when to invest in disruptive technologies and services at the Business Influentials series, 2013.