White Whale North Star

White Whale North Star is focused on navigating the Indian public markets using a private equity mindset. Our philosophy is simple - We back outstanding management teams spearheading incredible businesses that have the ability to compound capital over a long period of time. We look to invest in 10 15 well researched positions where we have high conviction. There is a high emphasis on deep bottom up fundamental analysis in order to deliver differentiated returns. Harnessing the magic of compounding, we look for recurring revenue businesses which combined with a low churn in the portfolio can lead to powerful long term returns. We view risk as a permanent loss of capital and hence believe in investing only within our circle of competence and in companies with the highest standards of corporate governance. We minimise risk through in depth research and diligence, which is ingrained in our DNA