Having a lot of capital to deploy is both a blessing and a curse, more so from an institutional perspective. During my time at Morgan Stanley, GIC or Temasek and even today when we deploy capital, it is a reasonably large amount per position. Hence for us, moat investing is not the only way to invest. It is obviously one very successful route but by no means the only one. George Soros and Seth Klarman are not classic moat investors yet have an extremely illustrious track record.
Moats Versus Boats - Part 7
Amansa Capital founder Akash Prakash on why moat investing is harder than it seems
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The million-dollar question: Is investing a game of luck or skill?
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Every crisis is an opportunity, if you are on the right side of equities
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Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
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