Two markets. One discipline.
Our funds
Concentrated long-only portfolios. Fundamental research. A long-term perspective.
US equity
Columbia Heights
High-conviction ownership of US businesses with durable pricing power and strong returns on capital.
Explore the fund India equityVeda Global
Investing in India's financial infrastructure and long-term growth.
Explore the fundOur approach
Quality businesses, durable pricing power and disciplined capital allocation. We look beyond short-term market movements to the economics of the underlying business.