Capital Employed FM

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. Shree currently has just 11 stocks in his portfolio. He walks us through his thesis for investing in two of those companies.

Show Notes

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital.

With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital.

In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio.

He walks us through his thesis for investing in two of those companies, both of which are high quality compounders - one listed in Sweden and the other in the USA.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

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