What we do
We invest in public markets with a private equity mindset—approaching every investment as long-term owners of the underlying business, not renters of the stock. We specialize in India investments, focussing on large, mid and emerging large cap companies.
Our philosophy is grounded in deep fundamental research, rigorous due diligence, and a relentless focus on business quality, management capability, and long-term value creation.
We seek to understand businesses from the inside out—studying their industries, competitive advantages, unit economics, capital allocation, and the people behind them.
We take a concentrated, high-conviction approach, backing businesses where we believe the quality of the franchise and the magnitude of the opportunity are not fully reflected in market expectations.
We look beyond volatility and short-term shocks, focusing instead on the durability of earnings and the ability of exceptional businesses to compound value over time.
We combine the discipline of private equity underwriting with the flexibility, liquidity, and breadth of opportunity available in public markets.
Ultimately, we aim to think like business owners, allocate capital like investors, and partner with exceptional companies through their journey of long-term compounding.
Our Story
Our story began over a decade ago, built on a shared passion for investing and a deep conviction in India’s long-term growth story.
For more than 10 years, we have invested together—combining complementary perspectives, challenging each other’s thinking, and developing an investment philosophy shaped by experience across multiple market cycles.
Through periods of optimism and uncertainty, our approach has remained consistent: focus on exceptional businesses, think like long-term owners, maintain valuation discipline, and let compounding do the heavy lifting.
Over the years, this philosophy has translated into a strong and resilient track record across market environments, while continuously sharpening how we assess businesses, management teams, risk, and opportunity.
What started as a partnership built around a shared passion for public markets has evolved into a broader ambition: building an institutional investment platform that brings a private equity mindset to Indian public markets.
Now we continue to build on that decade-long partnership to connect long-term capital from the Middle East, Asia, and Europe with the extraordinary businesses participating in India’s next chapter of growth.