Capital Allocators – Inside the Institutional Investment Industry Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Oct 28, 2021
Rashmi Kwatra, Founder and CIO of Sixteenth Street Capital, delves into the dynamic investment landscape of South and Southeast Asia. She shares insights on transitioning from China to India, emphasizing due diligence and strong partnerships. Growing up in a Thai Indian family shaped her unique approach, particularly as a woman in finance. The conversation also touches on long-term investment strategies, balancing growth with valuation discipline, and her emerging passion for tennis as a metaphor for dedication and learning.
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Challenges and Motivation
- Kwatra acknowledges facing hesitation as a young woman of color in finance.
- She aims to demonstrate success and inspire other women in the industry.
Portfolio Construction
- 16th Street Capital employs a concentrated portfolio approach, with around 20 holdings.
- Their top 5 holdings can comprise up to 50% of the portfolio, and the top 10 around 70%.
Managing Volatility and Liquidity
- Maintain funding currency within your portfolio to seize opportunities during market volatility.
- Diversify across market caps and countries to manage risk and capitalize on varying market conditions.
