Investor

Bhavook Tripathi

One of India's sharpest concentrated stock pickers. Founded Brahm Corporation in 1999 (metallurgical engineer from BHU, ex-San Francisco investment banker) and runs a portfolio of just 3 stocks worth ~₹1,235 Cr. That's not diversification, that's conviction. His 20%+ stake in R Systems International (~₹800 Cr) is his career-defining bet. Earlier positions in FAG Bearings and Solvay Pharma reportedly compounded at 50%+ CAGR over multi-year holds. When he finds a business he believes in, he goes all in and stays.