Jamie Stone: I manage the Baron Energy and Resources Fund at Baron Capital, and I've been investing and analyzing energy and resource companies for the better part of the last 29 years.
Our fund employs a very similar investment philosophy as the other funds here at Baron Capital, in which we look for competitively advantaged companies that are run by strong management teams, that are well financed and have superior long-term growth prospects. We try to own them for the long term. In the energy portfolio, our typical holding period is somewhere between three and five years.
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