General Investing >> Money Manager Interviews >> December 14, 2023

AI Revolution Will Ultimately Benefit Data-Heavy Companies

Rao, Kishore
Kishore Rao is a Principal, Analyst and Portfolio Manager on Sustainable Growth Advisers’ Investment Committee. He has been with the firm since 2004 and sits on SGA’s Executive Committee. Mr. Rao has been co-manager of SGA’s Emerging Markets Growth Portfolio since its inception in 2014, and of SGA’s Global Mid-Cap Growth Portfolio since its inception in 2018. In 2020, he joined the portfolio management team of SGA’s flagship U.S. Large Cap Growth Portfolio as co-manager, and in 2022 he joined the portfolio management teams for SGA’s Global Growth and International Growth Portfolios. Prior to joining SGA, Mr. Rao was a member of the investment team at Trident Capital. Previously, he was a Founder and General Manager of the Street Events division of CCBN before it was sold to Thomson Reuters, an Investment Analyst at Tiger Management following health care services and software companies, and an Analyst at Wellington Management following semiconductor equipment. He has a B.S. in Industrial Management from Carnegie Mellon University and an MBA from Harvard Business School. Profile
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TWST: A good place to start is with an introduction to the company, so tell us a bit about Sustainable Growth Advisers.

Mr. Rao: SGA was