David Craver
Co-Chief Investment Officer of Lone Pine Capital, a long-term fundamental investor with decades of experience in public and late-stage private markets and a focus on technology and structural market change.
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Feb 12, 2026 • 24min
Fundamentals Still Matter: Lone Pine’s David Craver
David Craver, Co-CIO of Lone Pine Capital and long-term fundamental investor, talks market structure shifts since the late 1990s and why higher single-stock volatility matters. He explains how passive flows and multi-strat behavior create openings for valuation-focused investors. He outlines Lone Pine’s concentrated, duration-driven research approach and makes the case for AI as a generational infrastructure shift.
