On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing.
Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers.
15:33 - What differentiates Discerene Group from other value investors.
20:34 - Lessons that Soo Chuen teaches younger investors.
38:43 - Whether great investing can be learned or not.
43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach.
01:00:19 - The importance of reflexivity in markets.
01:06:46 - How Discerene has avoided value traps.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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