Detailed performance data, portfolio composition, and investment commentary for Columbia Heights Partners and Veda Global.
Concentrated, long-only portfolio of high-conviction US equities. Focused on businesses with enduring competitive advantages, high return on equity, and 5–20 year organic growth runways.
Long-only, fundamental research fund focused on Indian equities. Specializes in financial monopolies — credit rating agencies, stock exchanges, and other high-ROE businesses with durable competitive moats in India's growing economy.
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