Krishna Mohanraj

Krishna Mohanraj, a portfolio manager at Diamond Hill, dives into the fascinating evolution of Exor, the Agnelli family's investment powerhouse. He details how John Elkann reshaped Exor after inheriting it at just 21 years old and discusses its diverse holdings including Ferrari and Stellantis. Krishna highlights Ferrari's dual identity as both a car manufacturer and a luxury brand. He also explores Exor's strategic focus on healthcare, luxury, and technology while reflecting on lessons in decisiveness and active portfolio management.

Krishna Mohanraj, Portfolio Manager at Diamond Hill Capital Management, dives into the intriguing world of Mitsubishi Corporation, a key player in Japan's trading landscape. He explores the company's rich history and adaptability, shaping its role from the 1850s to modern trading systems. The discussion highlights the complexities of valuing Mitsubishi, its strategic focus on partnerships, and the crucial role of metallurgical coal in steel production. Listeners will also learn how Warren Buffett's investment has reshaped perceptions and capital allocation within the company.

Krishna Mohanraj, an International Portfolio Manager at Diamond Hill Capital Management, shares his unique journey from South India to the world of finance. He discusses how chance and adaptability shaped his career, emphasizing the undervalued power of teams in portfolio management. Krishna highlights the role of cognitive diversity and autonomy in remote teams, along with the importance of long-term thinking both in investing and personal growth. He also reflects on how his grandmother's love for learning inspired his educational values.