Moats Versus Boats - Part 7

Amansa Capital founder Akash Prakash on why moat investing is harder than it seems

Published 5 years ago on May 09, 2016 3 minutes Read
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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.