FW
Foreign Investor
First Water
Holdings
11
Recent moves
13
Style
About
India-focused and FPI co-founded by Arun Chulani (CA, MSc LSE, ex-Ikarus Petroleum) and Ricky Kirpalani. Concentrated long-only value strategy holding 15 to 18 stocks for 5 to 7 year horizons. Patient capital with a Buffett-style preference for moaty Indian businesses available at sensible prices.
Holdings 11
Deccan Cements Limited
DECCANCE6.92% stake
₹54 Cr
position
UFLEX Limited
UFLEX4.47% stake
₹198 Cr
position
Royal Orchid Hotels Limited
ROHLTD3.69% stake
₹31 Cr
position
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