In this episode, Anil Bahirwani, Founder and CEO of AMB Group and Portfolio Manager of AMB Megatrend, breaks down how he scaled two funds from $10 million to over $100 million in combined assets primarily through warm referrals and consistent, long-term performance. Drawing on three decades of experience founding major FX brokerages and managing market-making operations, Anil reveals how applying Charlie Munger’s inversion principle—obsessing over downside risk and refusing leverage rather than chasing high returns—creates an asymmetric edge across global markets. The conversation explores his four-pillar portfolio allocation across FX/commodities, private operating businesses, real estate, and concentrated bottom-up equities. Anil also shares actionable insights on identifying market dislocations in Southeast Asia, why emotional temperament and discipline matter far more than technical theory during panics, and the power of operating strictly within your circle of competence to build compounding wealth.
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