Columbia Heights Partners, LP
US equity
High-conviction ownership of US businesses with durable pricing power and strong returns on capital.
COLUMBIA HEIGHTS PARTNERS / THE FILMUS EQUITY
The investment approach
We seek businesses with high returns on equity, strong margins and long growth runways. Deep fundamental research guides a concentrated portfolio, held with conviction through market cycles.
Built for partnership
- Strategy
- Concentrated, long-only equity
- Inception
- 2019
- Alignment
- GP invests alongside LPs
- Investor communications
- Annual letters and quarterly updates
From the letters.
Full archive ↗
Gorav Khanna
25+ years of Wall Street experience. Previously at Credit Suisse, Comcast Ventures and ABP Investments, combined AUM over $500B. Invests alongside partners.