Employing an Investigative Journalist's Process within an Investment Firm
Interview with Tania Pouschine, Founder & Portfolio Manager of Fithian
Our guest on the show this week was Tania Pouschine, the founder and portfolio manager of Fithian. I reached out to Tania to have her on the podcast after I heard from an allocator friend that Fithian employed one of the most unique and differentiated investment processes in the public equity space. With that as the backdrop, I was excited to speak with Tania—who was formerly an investigative journalist—about:
· The circumstances surrounding the founding of Fithian in 2016;
· How being an investigative journalist informs her investment process;
· Fithian’s perspective on what performing deep due diligence on companies actually looks like;
· The global long-only strategy Fithian runs for clients; and
· The characteristics of a prototypical Fithian stock.
Thanks to Daloopa for sponsoring this week's episode. Please visit daloopa.com/comp to learn more about Daloopa's compelling offerings.
You can find this enlightening episode here:
When I heard that Tania had been an investigative journalist earlier in her career and was bringing those research skills to the investing realm, I knew I had to have her on Compounders. In this clip, Tania discusses the key skills she learned during that part of her journey.
We hope you enjoyed hearing about Fithian’s approach and that you will stay tuned for more episodes of Compounders.
Sincerely,
Ben Claremon