Mala Gaonkar’s SurgoCap Partners experienced a rapid ascent, tripling its assets to $6 billion within three years of its 2023 launch. This marked one of the fastest-growing debuts in hedge fund history, with Gaonkar leveraging data science to invest across various sectors. She emphasizes a small, collaborative team size for idea generation, drawing parallels to Jeff Bezos’s “two-pizza-box” team concept.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,