Malabar Investments

Malabar Investments is an India-focused boutique investment firm that concentrates on identifying and investing in small to mid-size companies that are leaders in their respective niches. The firm believes that the Indian small to mid-cap space is largely under-researched and has a limited institutional presence, making it inefficient. By focusing on primary research in this space, Malabar Investments aims to discover opportunities that other market participants might not have identified. Many of these exceptional companies, when purchased at reasonable valuations, have the potential to deliver significant long-term returns.

Since its founding in 2008, Malabar Investments has continually sought to align its interests with those of its investors, allocating capital to outstanding businesses to build long-lasting relationships that create value for all stakeholders. The firm's consistent approach to investing reflects its commitment to rationality, long-term orientation, and excellence, which has served it well through various market cycles and volatility.

The firm's research and investment team seeks to create value through thoughtful, long-term investments. Malabar Investments invests through both public and private markets to build a concentrated portfolio of companies, all of which possess a sustainable competitive advantage, have demonstrated pricing power, and have a long runway to grow profitably. A key focus of the firm's research is to ascertain the quality of the management team to determine whether they have the drive and capability, along with integrity and corporate governance, to grow the business multifold from its current size.