About Us
Burman Capital Management is a part of Burman Family Holdings, the strategic investment platform of the Burman Family, which over the last twenty years has invested over US $500 million in various businesses primarily in India and have partnered and joint ventured with many of the leading Fortune 100 companies from around the world.
The Burman family are the control shareholders of the Dabur Group. Dabur was founded in 1884 by Dr. S.K. Burman and is today one of the largest Indian Fast Moving Consumer Good Company in India with over US$1 billion in revenue and a market capitalization of over US$12 billion.
At Burman Capital Management, we are long-term investors with deep passion of investing in the public markets. We are fundamentals-driven bottom-up investors and run concentrated portfolios focusing on small to mid-size companies.
We are a SEBI-registered Portfolio Manager with registration number INP100007091.
What we look for
We invest in companies who are leaders in niche industries that are set to expand structurally. We look for the following characteristics in all our investments
Exceptional management is the most important criteria for us. We only invest in companies where, in our view, managements have the highest standards of integrity, competency, energy and ambition.
We believe shareholder value is maximized when companies can compound their business over extended periods of time, hence we focus on companies that have a long runway for growth.
One of the key metrics we use to assess improving competitive advantage is continuous market share gain. While we typically back industry leaders, we also look at #2 and #3 companies in the industry which are backed by exceptional entrepreneurs and have a differentiated strategy.
The key parameter we track here is the return on invested capital. We favor companies that increase ROIC driven by sustainable and structural factors.
We always look for a margin of safety in entry valuations.
How we Invest
Patience to hold for long periods of time even during temporary down-turns
We tend to invest only in truly exceptional companies hence our portfolios tend to be concentrated
orientation Concentration Process focus Business-owner
perspective
Stringent proprietary processes, disciplined approach with strong focus on risk management
View equities from an ownership perspective. Assessment of culture, motivations and other softer aspects is critical
Team
Resources
Statutory documents and forms
Newsletters and presentations
Contact Us
2ND FLOOR, 9-10 EXPRESS BUILDING, BAHADUR SHAH ZAFAR MARG, New Delhi, Delhi, 110002
For direct on-boarding, grievances, and investors complaints, please write to us on below email address:support@burmancapital.com
Gaurav Burman
Director
Gaurav serves on the board of Burman Capital Management. He is a Director of Dabur International and a 5th generation member of the family that founded Dabur over 135 years ago. Dabur has today grown to become amongst the largest Indian FMCG company and has a market capitalization of more than US$12 billion. Gaurav manages his family’s investment program, which has an investment portfolio with a value of more than US$1 billion and has been responsible for many of these joint ventures and investments. At the same time, he is on the board of various financial services, consumer goods and healthcare companies. He holds a graduate degree from Tufts University with a dual BA in Economics and History.