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 ...
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