Mala Gaonkar - Founder of SurgoCap Partners | Podcast | In Good Company
Автор: Norges Bank Investment Management
Загружено: 2026-01-20
Просмотров: 6239
What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.
The podcast In Good Company is part of Norges Bank Investment Management, a podcast about our investments. We are transparent about how the fund is invested. In this podcast, you get a deeper insight into the companies the fund is invested in.
Our CEO, Nicolai Tangen, has in-depth interviews with the leaders of some of the largest companies in the world. You will get insight into their leadership principles, the company’s strategy and how they are dealing with a large investor like us. You will also learn more about our role as an owner of the companies.
You can read more about the podcast on https://www.nbim.no/en/publications/p...
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