Andy Rachleff was recently interviewed by Patrick O’Shaughnessy on his Invest Like The Best podcast (you can find the link to the episode here). Rachleff is the co-founder and CEO of Wealthfront, an automated investment service firm with ~US$5bn in assets under management. Prior to Wealthfront, Rachleff co-founded and was general partner of Benchmark Capital, where […]
Category: Investor Profiles
John Lindfors, DST Global
John Lindfors, managing partner of DST Global, spoke with Jennifer Hughes of the FT at the RISE Conference in Hong Kong last year. The video is embedded at the bottom of this post. I actually attended the session in-person and found it quite interesting, in part because there’s not much publicly available information about DST. […]
Mohnish Pabrai Speaks At Google
Mohnish Pabrai, managing partner of the Pabrai Investment Funds, recently spoke at Google about how intensive stock research can be injurious to one’s financial health. In the talk, he explains the concept of commitment bias and why it is an important reason most fund managers struggle to beat the index. He also discusses other biases that […]
Coupland Cardiff: May Updates
Below are some portfolio highlights and commentary from the Coupland Cardiff funds for May: CC Asia Focus TK Group: After tracking sideways for 18 months, the share price of TK Group rose 30% in the month following the issuance of a positive profit warning. Remains a long term holding of the fund on account of […]
Jon Winkelried At Bloomberg Invest Summit
Jon Winkelried, the co-CEO of TPG, recently spoke with Jason Kelly at Bloomberg Invest New York about the evolving nature of the private equity business, how TPG is positioning itself and his outlook for the market. You can watch the 20 minute interview here. Some notes / highlights below: On his decision to work at […]
Seth Fischer Interviewed In Barron’s
Seth Fischer, the founder and CIO of Oasis Capital Management, was recently interviewed in Barron’s and discussed some of his fund’s current investments in Japan. The interview comes shortly after the 2017 Sohn Conference Hong Kong, where Fischer had pitched Sony (see here for more). Some highlights below: On Nintendo: Bought shares five years ago as […]
Sean Hinton Speaks At Stanford GSB
Sean Hinton, the CEO of the Soros Economic Development Fund, was a speaker at the Stanford Graduate School of Business last month. He shared some of the lessons learnt over the course of his career and also discussed impact investing as well as other innovative approaches to the challenges of economic inequality. He has a […]
Jim Chanos at Bloomberg Invest Summit
Jim Chanos, the founder and president of Kynikos Associates, spoke with Joe Weisenthal and Scarlet Fu on the opening night of the 2017 Bloomberg Invest Summit. The video of the 30 minute session is included below. He discussed a wide range of topics including US-China relations, his outlook for the Chinese economy, short opportunities in the US healthcare sector […]
Andrew Foster On Money Life
Andrew Foster, the founder and CIO of Seafarer Capital Partners (Seafarer), was a recent guest on the Money Life podcast. Seafarer is an investment adviser focused on emerging markets. The firm was founded in 2011 and currently offers two funds: Overseas Growth and Income and Overseas Value. Foster was previously at Matthews International Capital Management. […]
The Investors Podcast: Jim Rogers
Jim Rogers was interviewed on The Investors Podcast earlier this week. Rogers is currently a private investor based in Singapore. Earlier in his career, he co-founded the Quantum Fund with George Soros (they were previously colleagues at Arnhold and S. Bleichroeder). He did well enough to retire in 1980, after just seven years at the fund, and has […]