Henry Ellenbogen
speaker
1,069 appearances
1 recordings
1 series
first heard Dec 2025
last heard 16 Dec
Henry Ellenbogen’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
And in many ways, I was lucky, too,
that I ended up at T. Rowe Price early in my career.
And the guy who became my mentor, Jack Laporte, this is what he believed.
He believed that you invested in small companies and they were run by people who thought like owners.
They woke up every day to make themselves better.
They gave their employees a good deal.
They had good cultures.
They allocated capital.
Well, this is what created companies that could grow and sustain.
And that was how he had been so successful over the 25 years he did what he did.
So that resonated with me.
What happened to me though was a bit of good luck.
I was asked halfway through my career at T. Rowe Price to basically go manage the New Horizon Fund.
In doing so, I started reading all the shareholder letters.
At that point, it was turning 50.
So I actually went into the archives
And basically read the shareholder letters and tried to understand what drove the success of this fund over 50 years.
At the time, it was the oldest, but also most people would say it was the most successful for a performance fund, small cap growth fund in the country.
And in doing it, I started to realize, wow, it was really only 20 stocks over 50 years that drove the performance.
And then coincidentally, Jack, or maybe purposely, Jack decided to have a 50th birthday party for the fund.
Showing 21–40 of 1,069 · page 2 of 54
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