Columbia Heights manages two specialized long-only equity funds focused on quality growth businesses with sustainable competitive advantages — companies demonstrating strong growth trajectories, robust cash generation, exceptional return on equity, and genuine pricing power.
CHP has compounded at 18% annually since 2019. $328 on every $100 invested. Two themes dominate 2025: free trade and inflation — and why the great economists still guide our portfolio construction.
Applying Buffett’s 2007 framework: every Veda holding — NSE, CRISIL, CARE, ICRA — falls squarely in the Great category. NSE purchased at 660 INR, now trading at 2000 INR.
Foreign investor positioning in India at all-time lows. Sensex in gold ounces at cheapest since November 2020. Tata Consulting 26× PE, ICRA and CARE at 25–30×. A COVID-like entry window.