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Episode Description:

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.

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