May 23, 2024
Dan Tennebaum is the Managing Director at India Capital, a
thirty-year-old investment firm focusing on public equities in
India. Dan moved to the country twenty-five years ago and spent
time in the start-up world and venture capital before pivoting to
the public markets in 2007.
Our conversation covers Dan's path from a U.S. Midwesterner to
India, the challenges of venture capital investing in the country,
and the case for public equities. We turn to India Capital’s
perspective on sourcing, research, management, regulation,
valuation, portfolio construction, risk, and misperceptions,
colored with some examples along the way.
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