My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podcast after I heard from an allocator friend that Fithian employed one of the most unique and differentiated investment processes in the public equity space. With that as the backdrop, I was excited to speak with Tania—who was formerly an investigative journalist—about:

The circumstances surrounding the founding of Fithian in 2016;
How being an investigative journalist informs her investment process;
Fithian's perspective on what performing deep due diligence on companies actually looks like;
The global long-only strategy Fithian runs for clients; and
The characteristics of a prototypical Fithian stock

For more information about Fithian, please visit: https://www.fithianllc.com/

This episode is sponsored by: Daloopa

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

#424 - Drew Lang, Founding Principal of Lang Studio and Founder of Brick & Wonder