Excessive Diversification Leads To Mediocre Performance

ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his background and what led him to investing and finance, his investment philosophy, his sandbox approach to finding companies, deloying capital for a full business cycle, and excessive diversification would lead to mediocre performance. Full interview link.Q3 2020 hedge fund letters, conferences and moreIf we can just begin with your background and what led you to finance and investing?Sure. So I’m actually an immigrant from India. I came to the US as a graduate st…

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HEDGE accordingly