Phil Ruvinsky - Sustainable Competitive Advantages in Technology
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Welcome to a new edition of the Value Investing with Legends podcast. My name is Michael Mobison and I'm an adjunct professor at Columbia Business School and a faculty member at the Halburn Center for Gramma Dot Investing. My co-host, Tano Santos, the Robert Halburn Professor of Asset Management and Finance at Columbia Business School and the faculty director at the Halburn Center, couldn't join us today, but will be back soon. Today, we continue with our theme on technology, barriers to entry, and competitive advantage.
Recent episodes have reviewed why large technology companies have distanced themselves from the pack, how to apply competitive strategy frameworks to digital businesses, and what regulation around the world might mean for the prospects of digital companies. In this discussion, we turn to an investor who has to take all these factors into consideration in order to make profitable portfolio decisions. To invest successfully, it's not just the results the businesses will produce, but whether the market properly anticipates those results. We are delighted to welcome Phil Ruwinsky. Phil is a managing director and part of the fundamental equity division of BlackRock's Portfolio Management Group.
He is the head of the fundamental U.S. growth team, and lead portfolio manager of the BlackRock Capital Appreciation and Focus Growth Funds, the BlackRock Mid-Cap Growth Fund, BlackRock Innovation and Growth Trust, and the BlackRock SMID Growth Fund. Prior to joining BlackRock in 2013, Phil was a sector head and research analyst at Sherview Capital from 2010 to 2013, where he was the head for the global internet, media, and telecom sectors. He began his investment career with UBS Global Asset Management in 2002, where he was a portfolio manager and investment analyst with primary research responsibility for internet, consumer, and healthcare sectors.
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