Podcast: Rob Sheridan

I spoke with Rob Sheridan, Founder of Uluwatu Limited, a Hong Kong based investment manager about how he's using his experience working at Global Endowment Management and Ward Ferry to identify the companies which will matter the most in Asia over the coming decades. We talked about Rob's career and road to Hong Kong; how he developed his investment process; the importance in long term investing of underwriting good management teams; portfolio construction; and how he keeps himself honest in the short term. We tied everything together at the end with a case study of freee kk, a Japanese ERP software provider.