In Good Company with Nicolai Tangen HIGHLIGHTS: Dilhan Pillay Sandrasegara - CEO of Temasek
27 snips
Sep 26, 2025 Dilhan Pillay Sandrasegara, CEO of Temasek and a former leader at a prominent Singapore law firm, shares insights into the investment giant's philosophy. He discusses the shift from public to private markets and how Temasek navigates global investments while emphasizing relationship-focused strategies. Dilhan highlights Singapore's governance successes, attributing it to strong leadership and a high-caliber civil service. This conversation reveals the delicate balance between financial returns and social impact in Temasek's operations.
AI Snips
Chapters
Transcript
Episode notes
Temasek Is An Investment Holding Company
- Temasek defines itself as an investment holding company owning operating companies, global minority investments, and asset-management businesses.
- This structure makes them distinct from typical sovereign wealth funds that simply manage reserves.
Ownership Focus Shapes Strategy
- Temasek focuses primarily on equities and owning assets rather than merely managing government reserves.
- That ownership focus forces trade-offs between holding for the long term and recycling capital into new opportunities.
Geography Follows Macro And Innovation
- Temasek's geographic allocation was driven by macro openings in Asia and later by balancing with the US and Europe post-GFC.
- They increased U.S. and Europe exposure from ~11% to ~33% while doubling portfolio value.