
Andrei Stetsenko
First-generation immigrant from Kyiv, Ukraine and partner at Farley Capital. Manages Gymkhana Partners, an India-dedicated long-only investment fund.
Best podcasts with Andrei Stetsenko
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Sep 12, 2025 • 1h 10min
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Andrei Stetsenko, partner at Farley Capital and expert on India's equity market, shares insights from his extensive experiences in India's investment landscape. He discusses unique strategies for investing in undervalued micro-cap stocks, emphasizing due diligence and the potential for high returns. Andrei also touches on the challenges of navigating corporate governance and the dark side of Indian business practices. He highlights significant sectors like energy and defense, showcasing the evolution and opportunities within India's economy.

Jan 4, 2024 • 1h 7min
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Andrei Stetsenko, Partner at Farley Capital, shares insights on investing in India's high-growth, high-quality companies. He discusses India's favorable demographics, accelerating urbanization, and growing infrastructure. Stetsenko highlights the common mistake of short-term thinking in investing and shares thoughts on payments, banking, and airlines industries. He also addresses the valuation differences between India and the U.S. stock markets.