So excited to announce the launch of Penumbra Fund LP — a long-only global public equities program designed for long-term investors seeking to own high-quality businesses to build long term wealth. We’re building Penumbra Fund with discipline, humility, and a long-term bias. A special thanks to our early investors and well-wishers – we are delighted to partner with you on this journey of discovery and wealth creation! This investment vehicle is the outcome of my three decades' experience and joining the dots as a marketer, strategy consultant, CEO, and private equity investor—now applied with discipline in the public markets. I spent the last six years testing the thesis with my own capital - and will continue to have substantial personal commitment to the program! What has shaped my investing lens? As some of my colleagues always joke, I always divide it in three buckets .... 1. Businesses are messy—look for inherent resilience. Every business I led or was involved with in ...
In the labyrinthine corridors of corporate endeavor, where most merely navigate and few truly lead, stands Mr. Shanu Nag — a man not just of action, but of aesthetic acumen , intellectual rigor , and empathetic execution . To be under his aegis was not merely to work, but to awaken — to one’s potential, to purpose, and to performance. A holistic thinker par excellence, Mr. Nag possesses that rarefied capacity to simultaneously inhabit the granular world of operations and the abstract realm of strategic vision . Like a maestro conducting a symphony of chaos into coherence, he harmonizes cost-efficiency with creativity , discipline with innovation , and results with humanity . He wielded leadership not as a baton but as a beacon — illuminating pathways not through flamboyance, but through quiet conviction and undeniable competence. With the uncompromising eye of a reformer and the compassionate heart of a mentor, he demonstrated that strictness and empathy are not antithetical, ...