The Team
The founding partners directing research ideation, risk controls, and portfolio execution.
Bhavya Patel
Directs long/short equity research ideation, DCF modeling, factor exposure controls, and portfolio execution. Combines mathematical rigor with deep bottom-up fundamental equity research.
Career Progression & Track Record
Professional Experience Timeline
Worked alongside a 6-person team managing a global L/S equity strategy across a £3.5 billion book. Successfully pitched a £20 million long position initiated into the portfolio. Coverage: Info Services / Brokers / FinTech.
Conducted fundamental bottom-up equity research, financial modeling, and thesis formulation on structural compounders with durable moats.
Underwrote credit and equity investments, performed forensic accounting, capital structure stress-testing, and cash flow waterfall modeling.
Rigorous academic training in mathematical analysis, statistical computing, econometrics, and quantitative modeling applied to capital markets.
Henish Patel
Leads competitive advantage evaluation, qualitative moat tracking, and downside stress-testing across fund holdings. Specialises in analyzing barriers to entry, corporate governance, and catalysts.
Career Progression & Track Record
Professional Experience Timeline
Advised on M&A and leveraged finance transactions across European middle-market mandates, building detailed LBO models, precedent transaction analyses, and management presentation materials for buy-side and sell-side processes.
Advanced training in machine learning, statistical inference, and computational data science, with independent applications to equity return decomposition and factor-based analysis.