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Compounders Podcast
Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group
Feb 7, 2024
Soo Chuen Tan, Founder and President of Discerene Group, shares insights on building a successful investment firm managing over $2 billion. He discusses the unique drawdown structure designed for limited partners, emphasizing the importance of contrarian thinking. Soo Chuen highlights the delicate balance between valuing traditional profitability versus emerging disruptors. Additionally, he elaborates on navigating investment risks in diverse jurisdictions, especially in China, while fostering strong, long-term partnerships within the investment landscape.
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Quick takeaways
- Soo Chuen Tan emphasizes the value of a 50-year investment horizon, promoting intrinsic business fundamentals over short-term market perceptions.
- Discerene Capital's global strategy enables the identification of lucrative opportunities in emerging markets by leveraging multicultural insights and broad market conditions.
Deep dives
Long-Term Investing Philosophy
The founder of Disarine Capital emphasizes the significance of a long-term investment horizon, proposing a 50-year outlook as it fundamentally alters the approach to investing. This perspective encourages investors to focus more on the intrinsic value of businesses and their underlying fundamentals rather than short-term earnings and market perceptions. By adopting this philosophy, investors can bypass the noise of market fluctuations, fostering a mindset that values sustainable growth factors such as company culture, leadership, and competitive advantages. This approach also challenges the prevailing narrative that associates value investing with short-term gains, arguing that true value investing is inherently about patience and conviction.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode