Principles
Principles that travel.
The same values guide the group in every market and every decision.
How we work
Six commitments.
I
The long view
We judge success over years, not quarters, and let compounding do the heavy lifting.
II
Businesses, not stories
We start with the business itself: its advantage, its unit economics and its cash flows.
III
Avoid permanent loss
We think about downside first. Protecting capital comes before chasing returns.
IV
Circle of competence
We invest where we understand the business, the market and the people.
V
Governance first
We are strict on governance, information quality and aligned incentives, especially in private deals.
VI
Partnership
We back strong management teams and aim to be a trusted, patient partner.
The goal is simple: avoid permanent loss, stay inside my circle of competence, and let compounding do the heavy lifting.Hari Shankar Tibrewala