A.U.M.
Shreekkanth Viswanathan - A Concentrated, Quality Investor
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.
01:11:58
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Quick takeaways
- Shreekkanth emphasizes the importance of independent investment decisions rather than relying on borrowed conviction from others.
- The podcast highlights the effectiveness of a concentrated portfolio strategy, focusing on high-conviction investments to maximize returns.
Deep dives
Understanding Borrowed Conviction
Borrowed conviction implies relying on the investment decisions or reputations of others instead of making independent choices. It often leads investors to pursue opportunities simply because they are endorsed by influential figures without fully understanding the underlying value. Recognizing the dangers of this mindset is crucial for developing a personal investment philosophy. True conviction in investing comes from thorough research and understanding, rather than from following popular trends.
