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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.

Next Level Communication is a communication advisory focused on helping teams and companies unlock value in every interaction. Whether it’s an investor pitch or your next board meeting, every message, for every audience, deserves expertise and intentionality. Our team of cross-disciplinary professionals with a combined 100+ years’ experience in high-stakes communication with world leaders, institutional investors, corporate boards, and executive teams. 

World of Allocators was launched in 2020 to encourage long-term thinking and adoption of the endowment approach among asset managers in China. We are a community of investors bridging domestic and overseas practitioners to share and learn. The World of Allocators platform reflects our ambition to unite like-minded professionals across the globe.

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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.