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East Lane Capital LLP is a Mumbai-based investment management and investment advisory firm run by experienced and passionate investment professionals. The firm aims to deliver long-term compounding through disciplined fundamental investing.
Stock price ultimately reflects the fundamental value of a business over a period of time. Understanding how a business makes money, and then putting the right valuation framework around it, gives us a sense of its value. Long-term thinking helps us navigate the noise and realize the true compounding potential of the business. We follow a rigorous investment process involving deep fundamental analysis and appropriate valuation frameworks. Our process leads us to invest in unrecognized growth at the right price as well as quality cyclical businesses at the right value. Our disciplined approach includes reading annual reports, building financial models, and meeting company management, competitors, and industry experts. Over the years, we have built a strong industry network and relationships with global analysts and investors. We do not restrict ourselves to any particular theme or market capitalization, investing instead on merit. Our goal is to create a focused portfolio of companies led by strong management to generate superior absolute returns over the long term.
Sandeep Kothari
Founder & CEO
Sandeep Kothari has 25 years of experience in the Indian equity markets. He began his career in 1993 on the sell side as a pharmaceutical and consumer analyst. He joined Fidelity Investments in 2002 as a regional analyst covering steel, metals, mining and health care for Asia (including Australia). In 2005, he became a portfolio manager managing Indian domestic mutual funds including the flagship Fidelity Equity Fund and Fidelity Tax Advantage Fund. In 2012, he became portfolio advisor to the US$2bn Fidelity India Fund, continuing until February 2020. Sandeep is a Chartered Accountant and holds a Bachelor of Commerce degree from Mumbai University.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.