They are bottom-up, long-term investors and believe that superior risk adjusted returns can be delivered by buying and holding a concentrated portfolio of high quality businesses.
They pursue a long only, buy and hold India focused equity strategy. The concentrated portfolio consists of 25 to 50 businesses that are capable of generating high returns on capital across market cycles, without requiring leverage. The portfolio is selected through strict bottom-up criteria with emphasis on quality, growth, and managerial probity.
Siddharth Mehta, Founder and Chief Investment Officer of Bay Capital, introduces the firm's investment philosophy, process, and strategy, outlining how the team identifies high-quality businesses and long-term investment opportunities across Asia through a disciplined, fundamental approach.
JULY 2026
Join Hugo Rogers as he speaks with Ravi Srivastava, Head of Research as he reviews the key highlights of Q2 2026.
To discuss investment opportunities or learn more about Aravis Capital's distribution and capital introduction services, please contact Hugo Rogers, Director of Sales.
 |
|
Hugo Rogers
|
 |
'Aravis Capital Limited is authorised and regulated by the Financial Conduct Authority (FRN 1015146). Aravis Capital Limited is registered in England and Wales (no. 09919517), its registered office is 123 Pall Mall, St James’, London, SW1Y 5EA.
This Website is issued by Aravis Capital Limited and is for information purposes only, it is not an offer or solicitation to invest in any Aravis associated fund.