Shreekkanth Viswanathan
Founder and portfolio manager of SVN Capital. Founded SVN in 2018 after extensive experience in portfolio management at various firms.
Top 3 podcasts with Shreekkanth Viswanathan
Ranked by the Snipd community
45 snips
Apr 15, 2025 • 1h 12min
Shreekkanth Viswanathan - A Concentrated, Quality Investor
Shreekkanth Viswanathan, founder of SVN Capital, shares his rich investment journey, moving from India to the US and establishing his firm in 2018. He emphasizes the importance of independent decision-making in investing, advocating for a focused portfolio strategy. The discussion explores successful investments like Dino Polska and Kinsale Capital, shedding light on their unique business operations. Shree also delves into the balance between qualitative and quantitative analyses, providing invaluable insights for aspiring investors.
5 snips
Oct 15, 2023 • 1h 6min
Shree Viswanathan - Let The Process Lead You
Shreekkanth Viswanathan, Founder of SVN Capital, discusses curation in investing, focusing on Kinsale Capital's unique position in the insurance industry. They explore the excess and surplus insurance market, regulatory differences, float's impact on valuation, and key factors in evaluating insurance businesses.
Oct 6, 2022 • 1h 10min
Ep. 245 - The Special Situation is Finding Growth-Oriented Firms Using Value Framework with Shree Viswanathan (SVN Capital), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Capital Management)
Join Shreekkanth Viswanathan, Steven Kiel, and Keith Smith as they explore the intriguing world of growth-oriented investing within a value framework. Shree advocates for owner-operated, high-return firms, while Steven dissects opportunities in corporate restructuring and SPAC fallout. Keith highlights the importance of M&A and the pursuit of undervalued growth. Together, they delve into investor sentiment, the potential upside of downturns, and how to navigate market fears to uncover hidden gems.
