Harnessing Our

Global Expertise

OUR INVESTMENT PHILOSOPY

At Shikhara, we champion a philosophy grounded in rigorous fundamental bottom-up research and a long-term investment horizon. We strategically invest through business cycles, aiming to identify and capitalize on superior growth opportunities wherever they emerge.

We follow a best-in-class approach across sectors with a focus on intrinsic value. The endeavor is to back managements that are visionary, category disruptors, and have good execution skills.

Our approach is dynamic and not confined to any single investment style, allowing us to adapt and thrive across market cycles.

OUR INVESTMENT PHILOSOPY
In doing so, we aim to deliver unparalleled investment insights and strategic guidance, fostering long-term growth and prosperity for our clients.

OUR INVESTMENT PROCESS

At Shikhara, we employ a rigorous and structured investment process to identify the most promising investment opportunities. 

Quantitative SCREENING
  • Financial risks
  • Business risks
  • Liquidity risks

BOTTOM-UP
RESEARCH DRIVEN
PROCESS

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Qualitative Screening
  • Industry insights
  • Management quality
  • Available market opportunity
  • Competitive dynamics 
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CoNviction LIST
  • Addressable opportunity
  • Earnings forecasts
  • Business competitiveness
  • Ecosystem feedback
  • Management site visits
  • Valuation-based upside, etc.

Risk management is embedded throughout our process. We continuously monitor our portfolio through advanced analytical tools, employing diversification strategies and adjusting positions as needed to navigate market fluctuations. Through regular team discussions, sector reviews, and rigorous analysis of new opportunities, we maintain a disciplined and informed approach and seek to deliver consistent results for our investors.

ESG as an Alpha
Catalyst

Our investment approach includes an integrated ESG methodology. Rather than imposing large-scale exclusions, we actively engage with our portfolio companies, especially those in resource-intensive sectors, to foster improvements in governance, sustainability, and social impact. This proactive engagement helps drive meaningful change, enhancing the long-term value and ethical footprint of our investments.

Ultimately, we believe that ESG improvers can be a key differentiator for alpha generation.
PRIORITISING ENGAGEMENT
PRIORITISING ENGAGEMENT

This website is published exclusively for the purpose of providing general information about the management services carried out by Shikhara Investment Management LP, Shikhara Capital (Hong Kong) Private Limited and its affiliates (collectively “Shikhara Investment Management” or “Shikhara”). The information presented on the website is not, and may not be relied on in any manner as legal, tax, investment, accounting, or other advice or as an offer to sell or a solicitation of an offer to buy an interest in any investment product or any other entity sponsored or managed by Shikhara Investment Management. This website doesn’t constitute and should not be considered as any form of financial opinion or recommendation.

Shikhara Investment Management LP is currently an Exempt Reporting Adviser that is exempt from registration as an investment adviser with the U.S. Securities and Exchange Commission and Shikhara Capital (Hong Kong) Private Limited has been approved by the Hong Kong Securities and Futures Commission. This website does not constitute an offer to sell or the solicitation of an offer to buy in any state of the United States or other U.S. or non-U.S. jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such state or jurisdiction.

Investment involves risk. Past performance is not indicative of future performance. It cannot be guaranteed that the performance of the investment product will generate a return and there may be circumstances where no return is generated. Investors could lose all or a substantial portion of any investment made. Before making any investment decision, investors should read the Prospectus for details and the risk factors. Investors should ensure they fully understand the risks associated with the investment product and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice before making any investment.

Shikhara’s investment products are suitable only for sophisticated investors and require the financial ability and willingness to accept the high risks and lack of liquidity inherent in Shikhara’s investment products. Prospective investors must be prepared to bear such risks for an indefinite period of time. No assurance can be given that the investment objectives of any given investment product will be achieved or that investors will receive a return of their investment.

Certain of the information contained in this website are statements of future expectations and other forward-looking statements. Views, opinions, and estimates may change without notice and are based on a number of assumptions which may or may not eventuate or prove to be accurate. Actual results, performance, or events may differ materially from those in such statements.

Certain information contained in this website is compiled from third-party sources. Whereas Shikhara Investment Management has, to the best of its endeavor, ensured that such information is accurate, complete, and up-to-date, and has taken care in accurately reproducing the information, Shikhara Investment Management takes no responsibility for the accidental publication of incorrect information, nor for investment decisions taken based on this website. Neither Shikhara Investment Management nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein, and nothing contained herein should be relied upon as a promise or representation as to past or future performance of any investment product or any other entity.

The contents of this website are prepared and maintained by Shikhara Investment Management and has not been reviewed by the Securities and Exchange Commission of the United States or the Securities and Futures Commission of Hong Kong.