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Investing where others look away..
Pursuing asymmetric deep-value investments in high-quality Indian businesses through rigorous fundamental analysis.
KH Capital is an investment firm focused on long-term, contrarian, deep-value investing in India’s public markets. We target high-quality businesses trading at attractive valuations, often overlooked by the market, aiming to capture upside while managing risk and aligning with our investors.
Our Strategy
Geography
India-Focused
Philosophy
Contrarian & mean-reversion driven, Unlevered
Industry
Sector-agnostic, opportunity-driven
Size
Market-cap agnostic
Time Horizon
Multi-year >2 years
Investment Universe
National Stock Exchange of India
Investor Profile
We are a long-term investment firm serving a select group of investors who value independent thinking, disciplined capital allocation, and a strong commitment to capital preservation.
Our approach is aligned with those who recognize the enduring opportunity across emerging markets and maintain a differentiated perspective through market cycles.
Our investor base typically includes:
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Family offices and high-net-worth individuals seeking exposure to emerging markets as part of a diversified portfolio
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Business owners pursuing disciplined capital allocation with a focus on long-term portfolio compounding
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Multi-strategy funds and hedge fund seeders seeking differentiated emerging market exposure, either as a standalone allocation or within an existing emerging markets portfolio
Subscribe to Investment Insights
Connect with KH Capital to receive periodic macro and company-level insights on Indian markets, along with research-driven commentary and updates on the firm’s latest developments.
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