Capital Allocators – Inside the Institutional Investment Industry Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
Nov 11, 2021
Himanshu Gulati, Founder and CIO of Antara Capital, shares his insights on event-driven hedge funds. He discusses the importance of fundamental analysis, portfolio management, and risk mitigation strategies. Gulati reflects on his journey from Perry Capital to founding Antara, emphasizing humility and hard work. Personal anecdotes highlight his unique investment philosophies and partnerships, including lessons from a collaboration with a sports figure. Craig Bergstrom, CIO at Corbin Capital Partners, guides the conversation, shedding light on effective investment relationships.
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Humble Beginnings & Early Investing
- Himanshu Gulati, an immigrant, arrived in the US with under $86 and lived in a small apartment.
- He funded his college education by strategically buying and selling sports cards, learning early lessons about markets.
Tennis and Mentorship
- Playing competitive tennis taught Gulati valuable time management and competitive skills.
- His uncle, who sponsored his family's immigration, instilled the importance of gratitude and giving back.
Core Investment Principles
- Gulati emphasizes humility, hard work, and fighting complacency as core investment principles.
- His background motivates him to prioritize capital preservation and a protective mindset for investors.