Bowhead Trust — Bowhead India | wisefolio

Bowhead Trust

Focussed and built for the long term

IN/AIF3/24-25/1701Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Bowhead Trust (IN/AIF3/24-25/1701) is a SEBI-registered Category III Alternative Investment Fund registered in January 2025, managed by Bowhead Asset Management Private Limited. The fund's scheme is Bowhead Focussed Fund — an open-ended Category III AIF investing in Indian equities across the market capitalisation curve with a long-term, concentrated, high-conviction approach. Bowhead is a Gurgaon-based boutique investment firm founded by Sonaal Kohli, who has over 20 years of professional investing experience across multiple market cycles. The name 'Bowhead' draws from two guiding principles: the longevity and resilience of the Bowhead whale (survival of capital), and the singular focus of Arjuna from the Mahabharata (clarity and discipline in execution). The group also operates Bowhead Investment Advisors Private Limited (SEBI RIA: INA100014648), which provides non-binding investment advisory services to onshore and offshore clients. The AIF trust is registered at M-113, DLF Park Place, DLF Phase V, Sector 54, Gurgaon — while the operational office is at One Horizon Centre, Golf Course Road, Gurgaon.

Investment Philosophy

Bowhead runs a concentrated portfolio of high-conviction stocks selected through proprietary research frameworks. The firm invests in undervalued and non-consensus ideas, is comfortable being early, is not constrained by benchmark-based allocation, and holds through volatility. It focuses its deep research on stocks and sectors where the market is likely to be misinformed, ignorant, or behind the curve on underlying positive changes — prioritising a behavioural edge over consensus positioning. Risk management centres on avoiding permanent capital loss rather than minimising short-term volatility, inspired by the longevity analogy of the Bowhead whale.

Team— 3

Sonaal Kohli

Founder & Director, Bowhead Investment Advisors

Sonaal Kohli is the Founder and Director of Bowhead Investment Advisors Private Limited and the driving force behind Bowhead Trust. He has over 20 years of professional investing experience across multiple market cycles, with a focus on long-term, concentrated, high-conviction equity investing in India.

Prashant Bohra

Principal Officer, Bowhead Investment Advisors

Prashant Gushainlal Bohra is the Principal Officer of Bowhead Investment Advisors Private Limited (SEBI RIA INA100014648) and handles investor relations and compliance. He is the SEBI-registered contact person for Bowhead Trust.

Prateek Gupta

SEBI Contact Person, Bowhead Trust

Prateek Gupta is the SEBI-registered contact person for Bowhead Trust at the DLF Park Place address.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/24-25/1701

VintageJan 2025 · 1 yr old

Valid ToPerpetual

Contact PersonPrateek Gupta

AddressM-113, DLF Park Place, DLF Phase V, Golf Course Road, Sector 54, Gurgaon 122009, Haryana, Gurgaon, Haryana, 122002

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Disclaimer

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