PRESIDENT | PORTFOLIO MANAGER

Shreekkanth Viswanathan

Shreekkanth (“Shree”) Viswanathan is the founder and sole employee of SVN Capital. After growing up in Chennai (then called Madras), in South India, I came to the US to pursue graduate studies in 1989.

After graduating from The University of Chicago with an MBA, I was an investment banker at Alex. Brown (which was acquired by Bankers Trust, which in turn was acquired by Deutsche Bank) in Baltimore, MD. As a result of these acquisitions, I then made a cross-continent move to San Francisco, CA, to join the Mergers & Acquisitions team at Thomas Weisel Partner. Later, I was a Corporate Development Executive at Union Bank of California in San Francisco, CA.

From 2005 to 2018, I was a portfolio manager/analyst at Discovery Financial Partners, Advisory Research, Inc. and Keeley Asset Management in Chicago, IL. I have had the privilege of being a sector specialist (Financial Services at Union Bank of California and Discovery Financial Partners), and then a generalist (Advisory Research, Inc. and Keeley Asset Management). This experience has helped me understand and appreciate the salient features of different industries. As such, I am a generalist.

I founded SVN Capital in 2018 to follow my own brand of investing. In particular, I wanted to put into practice some of the key insights gleaned in the previous fifteen years—essential ingredients for creating wealth are concentrated, long-term, global investing.

More than 14 years of portfolio manager/analyst experience:

• Keeley Asset Management

• Advisory Research, Inc.

• Discovery Financial Partners

Over 6 years of M&A and Corporate Development experience:

• Union Bank of California

• Thomas Weisel Partners

• Alex. Brown, Inc.

Education:

• MBA – The University of Chicago Booth School of Business

• Chartered Financial Analyst (CFA)

• Certified Public Accountant (CPA)