Finding an Investment Philosophy That Works: Sanjee Narendran’s Story

Successful investing stems from philosophy, process, and patience. In this episode, Kerry Fleming speaks with Sanjee Narendran about how disciplined, long-term value investors develop a clear investment philosophy and why it becomes the foundation for better investment decisions. Drawing on Sanjee's journey from stockbroking, business management, and eventually discovering a proven, fact-based investment process, this conversation explores how resilience, business understanding, and community help investors move beyond stories and speculation toward true ownership thinking and building lasting wealth. What you'll learn in this episode:Why every investor needs a clear personal investment philosophyHow disciplined investors move from trading to business ownership The dangers of story-driven investing and surface-level analysis How resilience and experience shape long-term thinking Teaminvest’s “circle of competence” and collective wisdom — why it matters The value of community, shared expertise, and disciplined methodologyHow a disciplined process supports investors through all market conditions Key topics covered:Value investing • Disciplined investing • Long-term investing • Investment philosophy • Investor mindset • Circle of competence • Community investing • Process-driven decisionsTimestamps:00:00 – Introduction04:00 – Family, migration, and early influences08:00 – Investing, property, and lessons from the GFC14:00 – Broking industry realities and capital raisings20:00 – Business management and investing24:00 – Discovering Teaminvest’s approach30:00 – Membership, funds, and collective opportunity34:00 – Final thoughts & invitation to join🎧 Available on YouTube, Apple Podcasts and Spotify. 🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.💡 More Teaminvest:For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. Follow us on: LinkedIn | YouTube | Instagram | Facebook📩  Join the conversationHave thoughts or questions? Email us at [email protected]