Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps episode artwork

EPISODE · Sep 12, 2025 · 1H 10M

Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

from Value Hive Podcast · host Brandon Beylo

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989.  After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst.  In 2015, he was made a partner of the firm.  Over the past dozen years, Andrei has traveled to India 17 times and met with hundreds of listed Indian companies.  Andrei has been cited as an expert on India’s equity market in media including Barron's, Bloomberg News, and the Financial Times.Gymkhana Partners is an India-dedicated long-only investment fund managed by Farley Capital.  You can learn more about Gymkhana Partners on their website and follow their commentary on the Indian economy and stock market by signing up for Dispatches from India at www.gymkhanapartners.com.Gymkhana X/twitter: https://x.com/GymkhanaFundGymkhana LinkedIn: https://www.linkedin.com/company/gymkhanapartnersAndrei X/twitter: https://x.com/astetsenAndrei LinkedIn: https://www.linkedin.com/in/astetsen

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989.  After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst.  In 2015, he was made a partner of the firm.  Over the past dozen years, Andrei has traveled to India 17 times and met with hundreds of listed Indian companies.  Andrei has been cited as an expert on India’s equity market in media including Barron's, Bloomberg News, and the Financial Times.Gymkhana Partners is an India-dedicated long-only investment fund managed by Farley Capital.  You can learn more about Gymkhana Partners on their website and follow their commentary on the Indian economy and stock market by signing up for Dispatches from India at www.gymkhanapartners.com.Gymkhana X/twitter: https://x.com/GymkhanaFundGymkhana LinkedIn: https://www.linkedin.com/company/gymkhanapartnersAndrei X/twitter: https://x.com/astetsenAndrei LinkedIn: https://www.linkedin.com/in/astetsen

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Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

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Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989.  After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst.  In 2015, he was made a partner of the...

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