Capital Allocators – Inside the Institutional Investment Industry Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Oct 28, 2021
Rashmi Kwatra, Founder and CIO of Sixteenth Street Capital, delves into the dynamic investment landscape of South and Southeast Asia. She shares insights on transitioning from China to India, emphasizing due diligence and strong partnerships. Growing up in a Thai Indian family shaped her unique approach, particularly as a woman in finance. The conversation also touches on long-term investment strategies, balancing growth with valuation discipline, and her emerging passion for tennis as a metaphor for dedication and learning.
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Finding and Vetting Kwatra
- Ellen Ellison sought a manager to diversify from China and found Rashmi Kwatra.
- Ellison's due diligence included trips to Singapore, Chicago, and Manila with Kwatra.
Kwatra's Upbringing
- Rashmi Kwatra grew up in Thailand in an Indian family, learning about business from her exporter father.
- Her father's investment approach and her mother's social skills shaped her career.
Joining Prince Street Capital
- Kwatra cold-called Prince Street Capital after an internship encounter, despite others' doubts.
- She landed the job, unusual for a fresh graduate, and managed the Southeast Asian portfolio.
