Valiant | Est. 2008
Our Approach
Created to take advantage of improving fundamentals in India
Long-term horizon, patience and low portfolio turnover
A long-only, actively managed Fund
High bar for business quality and management excellence
Substantially replicating India long positions in Hedge Fund
Assess IRRs on a risk-adjusted basis incorporating liquidity, volatility, valuation & ownership dynamics
Differentiating
Characteristics
Bottom-up Investment Approach
Experience and Contacts
Differentiated Research
Investor Alignment
Characteristics of Companies We Seek to Own
Trustworthy and Highly Capable Management Team
High ROIC
High Barriers to Entry
Long Runway for Growth
Investment Team
Rishi Dixit
Investment Partner
Chris Hansen
Founder & Portfolio Manager
Johann de Sousa
Investment Partner
