Kevin Landis
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Kevin Landis is The Disruptor because he moves before consensus forms and outside the boundaries conventional fund logic permits. He founded Silicon Valley's first engineer-run tech mutual fund when no template existed, took a position in Netflix long before it became a household name, and excavated an obscure regulatory provision to build a venture-style public fund.
“Well, I think that we've always had a bit of an egalitarian dent here where it should be available for everybody. And it shouldn't just be this kind of, I don't want to say elitist, but it shouldn't just be an investment vehicle that's only available for the few. It should be available for everybody.”
“So that just sort of fell into place and we looked around and said, okay, we're just going to buy, we're going to look at, we're not changing how we look at companies. We're still looking for the same things, right place, right time, market that we like. This looks like the winner.”
“Well, you know, first I'll just comment that as an active investors, we can't complain that the market gets it wrong from time to time. I mean, if markets were always right, then we would have to go find a way to make an honest living somehow. So as for the Robinhood crowd, I love those guys when they're buying stocks that I already own.”
“Well, I didn't work at the elbow of Da Vinci or Michelangelo or anything like that, but I did read a lot specifically in investing from Peter Lynch and Warren Buffett. Peter Lynch, when he wrote one up on Wall Street, kind of gave people permission to realize that they have an edge. You're an expert at something.”
Masters in Business: “Kevin Landis on Technology Investments (Podcast)”
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