Creating Value: Jamie Keenan on balancing the short and long run

Jamie Keenan, Managing Partner at Keenan Capital, discusses his path into the investment world, influenced early on by his real estate developer father and mentor Rhys Duca. He recounts his college years balancing academics with water polo, and how advice led him to investment banking before venture capital. Keenan emphasizes the importance of mentorship, recounting how Tim Bliss shaped his investment approach. He shares lessons from managing a fund during the dot-com bubble, highlighting the psychological aspects of investing and the value of a contrarian, long-term view. A regulatory change prompted him to launch Keenan Capital, where he focuses on public equities, valuing a consistent investment process over aggressive capital raising.