Our Investment Strategy is to essentially invest and build world-class businesses in undeserved and fragmented segments in areas of our strength.
We invest in businesses that use India as a crucible but have potential to scale globally. We select complex problems in segments of our strength, which naturally lend to scale. Over the last ten years, we have built expertise in the Supply Chain, Human Capital & Healthcare sectors. We invest in companies where technology adoption/commercialization has been achieved at scale. We don’t invest in pre-revenue companies.
With the philosophy of an operator, we invest and build market leading businesses in these segments.
We take concentrated risks in specific sectors we understand well …
and actively partner with the founders & management to hands-on build segment-leading businesses