RV Capital Management

Vikas Agrawal serves as the sole portfolio manager. He founded the firm in 2013 after working at Goldman Sachs and has full discretion over the portfolio. Agrawal co-invests alongside his limited partners, which aligns decision-making with per-share value creation.

The firm operates a concentrated, long-only equity strategy with a private-owner mindset. The portfolio holds 10 to 15 global listed companies, and turnover is low. Agrawal typically holds positions through short-term volatility and does not use leverage or derivatives to express views.

The mandate spans developed and emerging markets. Public filings and annual commentary show significant exposure across the United States, India, and Western Europe. There is no formal geographic restriction, although Asia-originated ideas feature regularly given the firm's Singapore base.

The fund has historically accepted limited outside capital from institutional investors and family offices, with a focus on partners who understand the long-term, concentrated nature of the mandate. The firm does not operate as a multi-family office or a platform, and it has not publicly filed for aggressive asset raises.