Tekne Capital Management, LLC (‘Tekne’) is a fundamental equity manager that focuses on investing in technology, media, digital consumer, payments, and telecommunications businesses globally. Tekne was founded in 2012 by Beeneet Kothari who is its Managing Partner and Principal Portfolio Manager. Tekne manages a concentrated portfolio of global, liquid, publicly listed securities. The team has developed what we believe to be a repeatable and scalable investment process. We take a long-term view on investing and have low idea turnover. The team conducts research and diligence to identify securities which are at a significant discount or premium to their long-term intrinsic business value.
Prior to founding Tekne, Beeneet Kothari was a Managing Director and Portfolio Manager at PointState Capital, a multi-billion dollar global macro investment firm. Before joining PointState at launch in January 2011, Mr. Kothari was a Managing Director and Portfolio Manager at Duquesne Capital Management, a thirty-year old investment firm founded by Stanley F. Druckenmiller. At Duquesne, Mr. Kothari managed a global technology, media and telecom portfolio and helped manage the fund’s overall technology exposure. He joined Duquesne as an analyst in September 2005 and became Managing Director four years later in 2009. Prior to joining Duquesne, Mr. Kothari worked at Morgan Stanley as an investment banking analyst after graduating from the University of Pennsylvania in 2004. He graduated from the University of Pennsylvania’s joint-degree program in Management and Technology with dual degrees from Wharton and Engineering, and also earned a Master’s in Biotechnology, in four years. He graduated with honors including the prestigious Dean’s Award for excellence from Wharton, awarded to the top student in each graduating class. Mr. Kothari lives in New York City with his wife and two children.