Columbia Heights manages two specialized funds: Columbia Heights Partners (US equity) and Veda Global (Indian equity), both focused on quality growth businesses with sustainable competitive advantages.
Columbia Heights employs a concentrated, long-only approach focused on identifying exceptional businesses with sustainable competitive advantages across two specialized mandates.
We seek companies demonstrating strong growth trajectories, robust cash generation, exceptional return on equity, and genuine pricing power—the hallmarks of enduring business quality.
Concentrated portfolios of high-conviction positions in businesses with proven fundamentals
Deep, bottom-up analysis to identify businesses with sustainable competitive moats
Patient capital allocation focused on compounding returns over market cycles
We identify companies with superior growth prospects driven by secular trends, market leadership, and operational excellence.
Positive, sustainable cash flow serves as proof of business model viability and provides fuel for reinvestment and compounding.
High ROE demonstrates capital efficiency and management's ability to generate superior returns on shareholder capital.
The ability to raise prices without losing customers reflects genuine competitive moats and sustainable profitability.
Annual and quarterly letters covering portfolio positioning, market commentary, and conviction-driven thesis from 2020 to present.
Read Letters →Updates on India's equity opportunity, portfolio holdings, and Veda Global performance since 2021 inception.
Read Letters →Detailed performance metrics, portfolio composition, and investment commentary for both funds.
View Fact Sheets →Transparent fee information and alignment of interests with our limited partners.
Request Information →Comprehensive overview of our investment process, research methodology, and risk management framework.
Request Deck →In-depth analysis of portfolio positions, sector themes, and market opportunities via Substack.
Subscribe →Columbia Heights is led by experienced investment professionals with deep expertise in equity research and portfolio management.
Gorav founded Columbia Heights Partners and Veda Global with a focus on concentrated, conviction-driven investing in quality growth businesses. With extensive experience in fundamental equity research and portfolio management, Gorav employs a disciplined approach centered on identifying companies with sustainable competitive advantages, strong cash generation, and exceptional management teams.
His investment philosophy emphasizes deep fundamental research, long-term thinking, and alignment of interests with limited partners. Gorav regularly shares insights and portfolio commentary through his widely-read Substack publication.
Gorav previously was CIO for Bennett S. LeBow, a New York based LBO and activist investor. He also worked at Credit Suisse First Boston Technology Investment Banking focused on Mergers and Acquisitions in San Francisco, ABP Investments, Kamunting Street Capital and Comcast Interactive Capital. Gorav holds a Bachelor of Science in Economics (BSE) from The Wharton School of The University of Pennsylvania, Magna Cum Laude, and a Bachelor of Applied Science (BAS) in Systems Science and Engineering from The School of Engineering and Applied Science at The University of Pennsylvania. He was a member of The Jerome Fisher Program in Management and Technology, studied abroad at the Hong Kong University of Science and Technology and went to boarding school at the Oklahoma School of Science and Mathematics.
Columbia Heights works with qualified investors seeking exceptional long-term returns.
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