ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses the different expectations for investors and venture capital funds, his investment in FICO, how he defines and manages risk, how he held up during the time of the financial crisis, personality traits needed to be an equity investor, if having a stock account from a young age is helpful, the role of passive investing and active management, and the meritocracy of public equity trading.
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 2 here.
- See part 4 here.
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