
Mala Gaonkar: Building SurgoCap, Identifying Great Businesses and Learning from Mistakes
From In Good Company with Nicolai Tangen
Published 1/21/2026

From In Good Company with Nicolai Tangen
Published 1/21/2026
What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately…