ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses his background and what led him to investing, venture investing in biotech, how his experience has carried over to his current investment thinking and process, his long biased equity strategy, the importance of temperament for a successful public equity investor, business quality, his stock selection process, understanding the dynamics of a particular company or industry, the value in the present low interest rate environment, and if he considers himself a generalist.
Q2 hedge fund letters, conference, scoops etc
- See part 2 here.
- See part 3 here.
- See part 4 here.
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