|SEBI AIF Cat 3
|Long short equities
|SEBI AIF Cat 3
About the AMC
The firm advises and manages pools of capital from international and Indian investors seeking long-term absolute returns without being tied to a particular benchmark or index.
- Key staff –
Rohit Bhat (Investor)- Rohit has over 8 years of experience across venture capital, private equity, public investing and management consulting. Most recently, he was a Vice President at Sequoia Capital India. He has previously worked with Brandes Partners, Temasek Holdings and McKinsey & Co. Rohit holds an MBA with Honors from the Wharton School, University of Pennsylvania and a B.Tech from Indian Institute of Technology Madras where he was a recipient of the Governor’s Medal.
Suraj Subramaniam (investor) – Suraj has over 7 years experience in private equity, public markets and investment banking across India and Asia-Pacific (ex-Japan). Most recently, he was an Associate Director at Temasek Holdings in India. He has previously worked with Bahrain-based investment firm Arcapita in their Singapore office and Citigroup’s investment banking team in Singapore and Hong Kong. Suraj holds an MBA from the Wharton School, University of Pennsylvania and a B.Sc. Economics from Singapore Management University.
Ashutosh Desai (Research Analyst )
Investment Philosophy (for firm)
Deeply influenced by the founders’ background in private equity and venture capital, the firm adopts differentiated levels of alignment, rigor and long-term focus in its approach to public market investing.
They adopt a research-oriented approach that emphasizes proprietary, bottom-up work. While we are market cap agnostic, we are biased towards the vast universe of micro, small and mid cap stocks that tend to have minimal or no sell-side coverage in India.
- What do you focus on, value or growth for alpha generation?
- How do you measure quality, by the people working or you focus on their numbers, ratios etc.?
Prepared by – Ridhima Jaisinghani
Date – 7th May 2020
Peer reviewed by – <name>