Our Approach

How we research,
invest, and partner.

On the ground in Asia’s markets, partnered with the companies,
and invested with conviction for the long haul.

“The edge isn’t building the model. It’s asking the right questions and having the right knowledge before you build it.”

DHANISH ADUNRATANASEE · HEAD OF RESEARCH

HOW WE RESEARCH

We travel to every market we invest in, monthly. Not to attend conferences. To visit warehouses, walk factory floors, and see what the annual report does not show.

Our team grew up in the markets we cover. We are born and raised in India, Southeast Asia, and the broader region. We understand these economies intuitively, speak the languages, and have spent our careers building the relationships that make real insight possible. These local roots and relationship are not replicable from a desk.

We maintain active research coverage across Asia, with deep primary research that includes direct engagement with management teams, suppliers, customers, competitors, and industry participants. We conduct ongoing site visits and extensive financial analysis.

HOW WE INVEST

  • ConcentratedA small number of exceptional businesses.
  • Long-termWe think, hold, and build for years.
  • Conviction-ledEvery position is one we understand completely.
  • Benchmark agnosticOur universe is defined by business quality, not index membership.

We buy exceptional businesses at the right price and act as long term business owners.

HOW WE PARTNER

Everyone who invests with us is a partner.

We have the majority of our own capital in the same portfolio as our partners.

We work with a limited number of partners.

We have one strategy, one fund and one fee structure.

Our Approach

“Great investing requires the courage to think independently, the discipline to do the work, and the patience to let exceptional businesses compound. This is what Sixteenth Street is built to do.”

RASHMI KWATRA · FOUNDER AND CIO