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Intro
Su Chuen Tan shares his journey from starting Diserene Group with less than $100 million to growing it to over $2 billion, discussing his value investing philosophy, investment track record, advice for younger investors, the significance of reflexivity in markets, and how Disarene avoids value traps.
On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing.
Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers.
15:33 - What differentiates Discerene Group from other value investors.
20:34 - Lessons that Soo Chuen teaches younger investors.
38:43 - Whether great investing can be learned or not.
43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach.
01:00:19 - The importance of reflexivity in markets.
01:06:46 - How Discerene has avoided value traps.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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