Kishore Rao
Executive Committee, Equity Investment Analyst and Portfolio Manager at Sustainable Growth Advisers, LP
About
Kishore Rao is a Principal, Executive Committee member, Equity Investment Analyst, and Portfolio Manager at Sustainable Growth Advisers (SGA), based in Stamford, CT. He is a senior participant on SGA’s Investment Committee and currently co-manages several portfolios, including the US Large Cap Growth, Emerging Markets Growth, Global Growth, Global Mid Cap Growth, and International Growth portfolios. Kishore specializes in fundamental equity research with a particular focus on identifying high-quality, sustainable growth businesses, and is also actively involved in integrating ESG factors into the investment process.
His investment responsibilities span sectors such as technology, software, healthcare services, business services, and semiconductor equipment, leveraging his expertise gained from previous roles. Before joining SGA in 2004, Kishore was part of the investment team at Trident Capital, a venture capital firm where he managed portfolios concentrated in software, technology, and business services. Earlier, he founded and managed StreetEvents.com before its acquisition by Thomson Reuters, and served as an investment analyst at both Tiger Management and Wellington Management, focusing on healthcare and semiconductor sectors.
Kishore holds a B.S. in Industrial Management from Carnegie Mellon University and an M.B.A. from Harvard Business School. He has contributed to the investment industry not only through his active portfolio management and fundamental research but also by mentoring aspiring analysts through SGA’s internship program. He is recognized for his rigorous approach to identifying growth opportunities and his leadership in developing robust investment processes at SGA.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sustainable Growth Advisers | Executive Committee, Equity Investment Analyst and Portfolio Manager | Sep 2004 to Present | Principal of the firm. Portfolio Manager, Equity Analyst and Investment Committee member of a client-centric, entrepreneurial investment management firm that has grown from less than $1 billion to +$2... |
| Trident Capital | Venture Capitalist | Jun 2001 to Aug 2004 | Originated the firm's highly successful investment in iRobot [NASDAQ: IRBT] and active in other successful deals including CCBN (sold to Thomson Reuters) and Cymfony (sold to TNS/Kantar Media). |
| StreetEvents.com (CCBN / Thomson Reuters) | Founder and General Manager | Jul 1998 to Dec 1999 | Conceived, launched and developed the industry standard for investor relations events, transcripts and briefs. Guided all strategic and operational aspects from concept to commercialization. Ultimat... |
| D. E. Shaw & Co. | Business Development Executive | Jul 1997 to Jul 1998 | Led business development efforts for the firm's award-winning, pioneering online financial services venture, FarSight Financial. Conceived and championed its re-positioning as DESOFT (D. E. Shaw Onli... |
| Tiger Management | Investment Analyst | Jul 1996 to Jun 1997 | Equity analyst covering health care software and information services. |
| Braxton Associates | Research Associate | Sep 1991 to Aug 1994 | Strategy consultant to Fortune 500 companies with specific experiences in the information services, telecommunications, retail, and publishing industries. Developed expertise and skills in strategy f... |
Education
Harvard Business School
1994 — 1996
Carnegie Mellon University
1987 — 1991
Skills & Expertise
Others at Sustainable Growth Advisers, LP (13)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Darien, CT , United States | |
| Investment Analyst | New York, NY , United States | |
| Investment Analyst | New York, NY , United States | |
| Founding Principal and Portfolio Manager | Stamford, CT , United States | |
| Principal | New York, NY , United States | |
| Client Portfolio Manager | Stamford, CT , United States | |
| Senior Associate | New York, NY , United States | |
S Stephen Skatrud | Client Portfolio Manager | Gig Harbor, WA , United States |
| Associate Portfolio Analyst | Stamford, CT , United States | |
J James Li | Principal | New York, NY , United States |