Create Wealth
🎙️How Narayana Murthy invests his billions? | Ft. Deepak Padaki of Catamaran Ventures
Sep 20, 2024
Deepak Padaki, the President of Catamaran Ventures, shares insights gained from managing Narayana Murthy's substantial wealth. He discusses the evolution of Infosys and its emphasis on rigorous hiring and training. The conversation delves into advanced investment strategies that blend philanthropy with high returns, highlighting the value of patient capital in both public and private markets. Deepak also explains how Catamaran balances professional management with family involvement, ensuring thoughtful decision-making and robust investment evaluations.
21:47
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Catamaran Ventures emphasizes strategic investments in established companies to achieve a 15-16% annual return through patient capital.
- Infosys's pioneering ESOP model fostered wealth distribution and employee alignment with corporate goals, exemplifying a culture of shared success.
Deep dives
Investment Strategy and Expectations
The family office of Narayan Murthy, Katamaran Ventures, focuses on making significant investments with an aim for substantial returns. With a target return of 15-16% annually, the goal is to double the asset portfolio in five years, which translates to hefty investment ranges typically between 75-250 crore. The emphasis on high-value investments reflects a strategic shift from small ventures to larger stakes in established companies that promise better returns and predictability. This approach is informed by the need to ensure that investment scales effectively with increasing capital while navigating market opportunities.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
