Insights & Perspectives

Thought leadership on long-term investing.

01
Essay

The Bajaj Family Approach to Generational Wealth Creation

On compounding institutions, not portfolios — and why time is the only true edge.

02
Perspective

Scaling Indian Businesses for Global Competitiveness

Three structural advantages, two persistent constraints, and the operating playbook in between.

03
Essay

The Power of Patient Capital in a Volatile World

Why a multi-decade horizon is itself a moat — and how we underwrite for it.

04
Field Note

Operational Transformation: Lessons from Industry Leaders

What a decade of hands-on board work has taught us about turning good companies great.