A big-money investor in juggernauts like Facebook and Netflix breaks down the '3rd wave' firms that

Mark Baribeau — the head of global equity at Jennison Associates, where he oversees roughly $3 billion — has found success investing in some of the market's most high-profile tech stocks. The mutual funds managed by Baribeau include the PGIM Jennison Global Opportunities Fund ($2.4 billion), the PGIM Jennison International Fund ($571 million), and the PGIM Jennison Emerging Markets Equity Opportunities Fund ($19 million). Baribeau manages $8.6 billion in total across all channels, including...