Who We Are
The name “Bowhead” embodies two guiding principles of our philosophy:
Survival of Capital: Inspired by the Bowhead whale, known for its remarkable longevity, our approach emphasizes resilience and the avoidance of permanent capital loss.
Unwavering Focus: Drawing from the Indian epic, the Mahabharata, we embrace the lesson of Arjuna, who, during the Archery lesson, saw only the eye of the sparrow, when others were distracted by the surroundings. For us, successful investing demands the same clarity and singular focus - identifying what truly matters and executing with clarity and discipline.
Together, these values form the foundation of our approach - focussed and built for the long term.
Bowhead is an India focused boutique investment firm, identifying opportunities across the market capitalization curve with a long-term view. We run a concentrated portfolio of high-conviction stocks, selected based on rigorous research through proprietary frameworks and processes.
Behavioral Edge
We generally invest in undervalued and/or non-consensus ideas. We are not shy of being early investors, are not constrained by benchmark-based allocation, understand long term market cycles, and hold despite volatility.
Differentiated stock selection process
We generally deep dive in only those stocks/sectors where street is likely to be misinformed, ignorant or behind the curve in terms of underlying positive changes.
Proprietary frameworks and processes
We are a process-oriented team and pride ourselves in having differentiated frameworks and processes. Each of our frameworks is implemented via well thought out processes for efficient output.
Our Offerings
Investment Advisory (IA)
Bowhead Investment Advisors Private Limited is a SEBI Registered Investment Advisor engaged in providing non-binding investment advisory services in Indian equities to onshore and offshore clients.
Alternative Investment Fund (AIF)
Bowhead Focussed Fund is a scheme of Bowhead Trust which is registered with the Securities and Exchange Board of India (SEBI) as an open-ended Category III Alternative Investment Fund.
Our Team
We are a team of experienced research professionals with over five decades of combined investing experience. Sonaal Kohli, Founder and Director of Bowhead Investment Advisors, has over 20 years’ professional investing experience across multiple market cycles.
Contact Us
Bowhead Investment Advisors
Private Limited
Golf Course Road, DLF Phase-5, Sector 43, Gurgaon, Haryana 122002.
