Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group

My guest on the show today is Soo Chuen Tan, the Founder and President at Discerene Capital. Soo Chuen started the firm over 13 years ago with less than $100mm in assets. Since then, the firm has grown to manage over $2 billion in for clients. Discerene has one of the most compelling structures and relationships with its LPs of any public investing firm I know. I have had the privilege of listening to Soo Chuen speak on other podcasts and I was excited to chat with him on Compounders about:

- How he managed to convince his LPs to provide him with a drawdown structure;
- The hurdle rate for calling capital from LPs;
- Avoiding conformity and the kind of contrarianism that works for Discerene;
- The characteristics of a business that deserves to exist; and
- What attracts him to invest in emerging markets

For more information about the Discerene Group, please visit: https://www.discerene.com/

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