Notas del episodio
In this podcast, we interview Shreekkanth Viswanathan, founder and portfolio manager of SVN Capital.
Shree shares his investment journey, from studying in India and moving to the US, to founding SVN Capital in 2018 after extensive experience in portfolio management at various firms.
Shree discusses the importance of making independent investment decisions instead of relying on borrowed conviction and the conversation highlights his investment philosophy, including thoughts on a concentrated portfolio strategy, long-term investment outlook, and focus on quality businesses with strong management.
The episode also delves into specific investments like Dino Polska and Kinsale Capital, offering insights into what makes a business worth investing in.
02:28 The Journey to Founding SVN Capital
07:23 Portfolio Strategy and ...