VIHAR CAPITAL MANAGEMENT

Ashwin Vihar, the firm's founder, serves as the sole Portfolio Manager and makes all final investment decisions. He developed the firm's proprietary screening algorithm himself, drawing on his earlier career as a satellite-systems analyst at Boeing. The concentrated portfolio and long holding periods reflect his personal analytical convictions.

The firm runs a long-only, concentrated equity portfolio typically holding 10 to 15 positions. It uses a proprietary algorithm to identify statistically cheap companies with high returns on invested capital, then applies deep fundamental analysis to assess competitive moats and management quality. The strategy is sector-agnostic and spans North American and developed international equities.

Idea generation starts with a proprietary quantitative screen designed by founder Ashwin Vihar. The algorithm scans for businesses that are statistically undervalued relative to their quality metrics. Candidates that pass the screen undergo traditional fundamental due diligence, including assessment of balance sheets, competitive positioning, and management.

The firm's regulatory filings indicate it operates as a registered investment adviser, managing assets on behalf of clients through separately managed accounts or a pooled vehicle. Ashwin Vihar has outlined in public letters that the firm favors structures that align with its long-horizon, concentrated approach.

Ashwin Vihar worked as a satellite-engineering analyst at Boeing prior to founding his investment firm. His training in systems engineering and statistical analysis heavily influenced the construction of the firm's proprietary quantitative screening algorithm and overall investment process. He began refining his personal investing framework in the early 2000s.