Kevin Landis
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Kevin Landis is The Disruptor because he moves before consensus forms and outside the boundaries conventional fund logic permits. He founded Silicon Valley's first engineer-run tech mutual fund when no template existed, took a position in Netflix long before it became a household name, and excavated an obscure regulatory provision to build a venture-style public fund. Market agreement has never validated his decisions. Conviction that the window closes fast has driven them instead.
“I couldn't believe there was no high tech mutual fund based in Silicon Valley, and I couldn't believe that I couldn't find any examples of tech funds that were run by engineers. If I don't do this, I'm going to regret it for a really long time.”
“The time to invest in Netflix was when you never heard of Netflix. Some of our best years performance-wise were when other people were falling in love with the stocks that we already owned.”
“We realized there was an obscure branch of the forty Act that talked about business development companies. We went back to the original version — we can make this a venture capital portfolio.”
Masters in Business: “Kevin Landis on Technology Investments (Podcast)”
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