A.U.M. Shreekkanth Viswanathan - A Concentrated, Quality Investor
45 snips
Apr 15, 2025 
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.
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Use Watchlist for Due Diligence
- Maintain a watchlist of companies while continuing to learn about them before adding to your portfolio.
- Meet management and understand the business before investment decisions.
Invest Within Your Expertise
- Stick to investing within your circle of competence to reduce mistakes.
- Some industries like biotech or energy lie outside Shreekkanth’s expertise and are avoided.
Defining a Good Business
- A good business consistently returns over 15% incremental cash on invested capital over a decade.
- Ability to reinvest cash fully supports compounding and intrinsic value growth.
