Investment Horizons and Valuation Discipline

On today’s manager meetings, Ellen Ellison speaks with Rashmi Kwatra. Ellen is a past guest on Capital Allocators when she was Chief Investment Officer of the University of Illinois Foundation. Rashmi is the founder and CIO of Sixteenth Street Capital, a Singapore based manager focused on emerging and frontier markets in South and Southeast Asia with $240 million under management. Sixteenth Street manages a concentrated fundamental equity portfolio with a long-term focus on Asia’s fastest growing capital markets. Before they kick it off, Ellen and I discuss her due diligence process and the fit of Sixteenth Street in her portfolio. Learn More Subscribe: Apple | Spotify | Google  Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts