Episode description

Rashmi Kwatra is Founder and CIO at Sixteenth Street Capital. She started working in her father's export business at the age of 10, and bought her first stock at the age of 12. Her first experience managing an investment portfolio was at the age of 17, when she acted as a mini-endowment CIO. She sourced funding for an education NGO in the north of Thailand, which is her home, and invested the funding in a portfolio of equities, with the goal of providing sustainable cash flows in the form of dividends for the non-profit's cause while allowing the funding capital to appreciate over time. She joined Prince Street Capital Management after The Wharton School and was made a Partner of the business in 2014, responsible for their investments in South and Southeast Asia. In 2017, she founded Sixteenth Street Capital, and in 2018 launched the Sixteenth Street Asian GEMS fund focused on long-term investing and opportunities in Asia’s fastest growing markets. While focused on public equities Rashmi would say she values a business as would a long-term private buyer. Her heritage is in South Asia but her family has been in Southeast Asia for over a century. She speaks Thai, Hindi, Punjabi, Spanish and English.

Rashmi's website: http://sixteenthstreetcapital.com/

Rashmi's LinkedIn: https://www.linkedin.com/in/rashmi-kwatra-a5981825/

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Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.

The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).