A.U.M.

Shreekkanth Viswanathan - A Concentrated, Quality Investor

45 snips
Apr 15, 2025
Shreekkanth Viswanathan, founder of SVN Capital, shares his rich investment journey, moving from India to the US and establishing his firm in 2018. He emphasizes the importance of independent decision-making in investing, advocating for a focused portfolio strategy. The discussion explores successful investments like Dino Polska and Kinsale Capital, shedding light on their unique business operations. Shree also delves into the balance between qualitative and quantitative analyses, providing invaluable insights for aspiring investors.
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ADVICE

Avoid Borrowed Investment Conviction

  • Avoid investing based on others' conviction without understanding their analysis.
  • Always make independent investment decisions to avoid blind spots and mistakes.
ANECDOTE

Shrikant's Investment Journey

  • Shreekkanth founded SVN Capital in 2018 after 14 years in portfolio management.
  • His journey included education in India and the US, plus roles at Advisory Research and Keeley Asset Management.
INSIGHT

Optimal Portfolio Concentration

  • Diversification benefits plateau after 14 to 15 stocks, with too many names complicating managing.
  • Concentrated portfolios of 8 to 12 stocks align better with thorough analysis and investor focus.
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