Against all odds, Sonu has shined at every step of her career. From getting into the Indian Institute of Technology to becoming a Co-PM at TimesSquare Capital Management.
We get into what it's like to stand in the Wall Street arena everyday after proving the “nah-sayers” wrong.
And why she invests in mid-cap equities at TimesSquare Capital Management and the benefits of being early to investing in a transformational, high-growth company.
“It was a master class in trying to adapt to a world which did not look like you,”
“Working hard like someone who had been repeatedly doubted and told that there were others in line ahead.”
“I'm a student. What drives me is intellectual curiosity. I want to learn and get better every day.”
“I want to show up every day in the arena.”
ETF: TSCMTickers: ARGX, SNOW
*Not Investment Advice. ______________________________________________________________________
[00:00:00] Sonu Chawla's early interest in investing and journey through the Indian Institute of Technology.
[00:01:50] How consulting at Deloitte led to a career in professional investing.
[00:03:43] Growing up in a small town in India, overcoming barriers, and the importance of persistence and mentorship.
[00:08:46] Resilience, learning from mistakes, and what continues to motivate Sonu as an investor.
[00:10:32] Why TimesSquare Capital focuses on mid-cap growth investing and the long-term case for the asset class.
[00:14:27] TimesSquare's analyst-driven investment process and how the team develops investment ideas.
[00:19:26] Lessons from hedge fund investing and the importance of valuation discipline.
[00:21:09] Sonu's quality growth investment philosophy and investing before profitability inflection points.
[00:21:58] The Argenx case study and identifying businesses early in their scaling journey.
[00:25:08] How deep sector expertise helps analysts build conviction through primary research.
[00:26:24] Why specialized industry knowledge is the firm's competitive advantage.
[00:28:30] Launching the TimesSquare Quality Mid-Cap Growth ETF and why active ETFs appeal to investors.
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TimesSquare Links:
Sonu Chawla on LinkedIn: https://www.linkedin.com/in/sonu-chawla-cfa-0093612/
TimesSquare: https://tscmllc.com/
