Episode 8: Andrew He @ Nous Capital
In our 8th episode, we engage in a conversation with Andrew He co-founder of Nous Capital. We discuss the essence of value investing, how to develop a research framework, tips for managing bias in decision-making, and how to build a hedge fund company and culture from scratch.
Andrew He is the Founding Partner, Chairman, and CIO of Nous Capital, a long-bias hedge fund investing in Chinese companies listed around the world. Prior to establishing Nous, Andrew was a senior PM and formed the value investing team at CITIC Capital; a Partner & Co-PM at Asia Value Capital; he began his career in QFII equity sales at CICC.
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Disclaimer: All opinions expressed by Jonathan Rechtman, or any other podcast guest, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Opinions are personal and not representative of Next Level Communication, World of Allocators, or other affiliated organizations.