Bay Capital, an independent investment firm, was established in 2006 with a deep-rooted belief in the growth potential of India. The firm is committed to participating in this growth through the equity markets. Bay Capital adopts a bottom-up, long-term investment strategy, focusing on delivering superior risk-adjusted returns by maintaining a concentrated portfolio of high-quality businesses.
Specializing in a long-only, buy-and-hold, India-focused equity strategy, Bay Capital manages a concentrated portfolio comprising up to 30 businesses. These businesses are selected for their ability to generate high returns on capital across market cycles, without the need for leverage. The selection process is stringent, with a strong emphasis on quality, growth potential, and managerial integrity.
At its core, Bay Capital is driven by a passion for investing. The firm’s culture is built around constructive debate, innovation, and a commitment to continuous improvement. Since its inception, Bay Capital has adhered to core values that continue to inspire and shape its daily operations and decision-making processes at all levels.
Bay Capital strives to minimize transactional costs and defer capital gains by investing in companies that have the potential for long-term compounding. The firm aims to generate positive absolute returns with a focus on capital preservation, making it an ideal partner for businesses with long-term perspectives.
In January 2023, leveraging decades of experience and knowledge across multiple market cycles, Bay Capital launched two domestic offerings: the Bay India Opportunities Portfolio (Equity PMS) and the Bay Capital India Leaders Fund (Category III AIF). The firm boasts a professional and accomplished investment management team of nine, operating from its headquarters in Mumbai, India.
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