Investor Summary

Shreekkanth Viswanathan is the founder, President, and Portfolio Manager of SVN Capital, bringing over 14 years of portfolio management and analyst experience from previous roles at Keeley Asset Management, Advisory Research, Inc., and Discovery Financial Partners. He holds both CFA and CPA designations and obtained his MBA from The University of Chicago Booth School of Business. Originally from Chennai, India, Viswanathan moved to the U.S. in 1989 for graduate studies and has additional experience in mergers and acquisitions and corporate development with institutions including Deutsche Bank, Thomas Weisel Partners, and Union Bank of California. His regulatory record shows no disciplinary disclosures or actions.

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Fund Strategy

SVN Capital employs a concentrated global value investing approach centered on three core principles: intelligent concentration through investment in 10-15 carefully selected companies, a long-term buy-and-hold strategy that minimizes transaction costs and tax inefficiencies, and global diversification limited to companies with transparent accounting standards and robust corporate governance frameworks comparable to U.S. standards. The firm targets undervalued securities across market capitalizations, industries, and countries, with particular emphasis on companies that reinvest free cash flow for growth rather than pursuing excessive dividend distributions.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - -5.7%
2025 2024
-5.7% 11.8%