The Case for India at India Capital
With:
Dan Tennebaum
Episode: 387
May 23, 2024
Capital Allocators
Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India.
Dan Tennebaum
-
The Case for India at India Capital
Episode: 387
May 23, 2024
Capital Allocators
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Episode Description:
Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007.
Our conversation covers Dan’s path from a U.S. Midwesterner to India, the challenges of venture capital investing in the country, and the case for public equities. We turn to India Capital’s perspective on sourcing, research, management, regulation, valuation, portfolio construction, risk, and misperceptions, colored with some examples along the way.
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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.