Investor Thesis Match
Kenneth Andrade
Founder of Old Bridge Mutual Fund / Old Bridge Capital Management; previously CIO at IDFC Mutual Fund; publicly associated with a governance-and-valuation-discipline approach.
Independent research based on public filings and published interviews. Not affiliated with or endorsed by Kenneth Andrade. Not investment advice.
Publicly documented philosophy
- Governance-first screen — steers away from companies with disclosed related-party or governance red flags.
- Prioritises free cash flow generation over reported accounting profit.
- Valuation-conscious — publicly wary of paying up for 'froth,' even in popular themes.
- Prefers capital-light, high-return businesses that don't need constant external funding.
Stocks currently trading that match what Kenneth Andrade has historically prioritized
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